Admins can define custom task types completed by firm employees. Litify includes a default library of 40+ different task types.
How to Create a Task Type
- Log in to Litify.
- Navigate to App Launcher > Task Types.
- Select New.
- Define the task type's name.
- Provide a description.
- Add a UTBMS code (optional).
- Save.
This task type is now available when creating task sets and matter plans.
