Prerequisites

The Task Inline Editor and Matter Plan Status components must be active on the Matter Lightning Record Page layout. These components were made available in Core release 20.1001

Inline Editing

You can edit the ColorSubjectAssignee, and Status directly within the rows of the task table.

  1. Navigate to Litify Matters > Matters.
  2. Open a matter that has an assigned matter plan.
  3. Hover over a cell row and select the Edit icon.
  4. Update the value. Changed cells are highlighted in yellow.
  5. Save to confirm changes.
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Full Editing

To edit all fields associated to the task, select the edit link at the end of the task row.

Additional fields available:

  • Priority
  • Repeat This Task
  • Recurrence Interval
  • Document Link
  1. Navigate to Litify Matters > Matters.
  2. Open a matter that has an assigned matter plan.
  3. Select Edit at the end of a task row. A modal appears.
  4. Update fields.
  5. Save.

You can filter matter tasks directly within the matter itself. This is great for managing your own work or drilling into specific statuses or stages that may need to be completed.

How To Filter Tasks

  1. Navigate to Litify Matters > Matters.
  2. Open a matter that has an assigned matter plan.
  3. Find the filter menu beneath the Stage progression bar.
  4. Toggle different filters to view specific tasks that match your criteria.
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