You can add a task reminder from the Matter Plan tab. Adding reminders to your firm's tasks helps agents stay on top of important action items. 

How to Add a Task Reminder

  1. Navigate to App Launcher > Matter Plans
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  2. Select a [Matter Plan Name].
  3. Select a [Matter Stage Name]
  4. Select a [Default Matter Task Name].
  5. Enable Set Reminder.
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  6. Define a Value and Operator for the reminder.
  7. Save.
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