Add a Default Matter Task to a Matter Plan

 

What is a default matter task?


Default matter task (Default_Matter_Task__c) is a custom object in Litify that stores information about tasks you add to matter plans. When you build default matter tasks, you ensure matter teams do not miss any tasks when they work through cases. Default matter tasks are the framework for the tasks you add on a matter stage. This means you can edit them on the matter plan when a case changes.

When you add default matter tasks to a stage, they become the standard Task object. The Task Type name from default matter task populates the Type field on the active task.

 

When should I create default matter tasks?


Add default matter tasks to stages in a matter plan when you are building your matter plans. Matter tasks might include completing expense reports, interviewing witnesses and additional parties, or gathering medical records for the client.

Default matter tasks appear on a matter stage depending on the due date of the task. You can set auto-add settings to automatically add default matter tasks to matter plans based on certain criteria.



 

Here's how:


1. Navigate to a matter plan.

2. Since default matter tasks are added to stages, click on a matter stage in the plan.

3. Within a matter stage, click New on Default Matter Tasks.


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3. Fill out the "Create Default Matter Task" window. The only required fields on this window are the name of the default matter task and the matter stage. Everything else is optional information.
 

a. Name the Default Matter Task
b. The Matter Stage is preselected.
c. Add a Description to the matter task. This description appears when you hover over the information icon next to the task on the matter plan.
d. Select the Task Type. Create a task type directly from the window if necessary.
e. Select the Matter Team Role. Note: If you do not select a Matter Team Role, this task will be assigned to the Matter Owner when it is created.
f. Determine if this matter task is Billable.
g. Link to any URL with the Document Link field to make it instantly clickable for the user when the task is created.
h. Click Save.


 
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4. Default matter tasks appear on a matter plan based on the due date you set. You must add a due date to the matter task to ensure it appears on the matter stage. Click your new default matter task to locate the Due Date Selector.



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5. Complete the Due Date Selector. See this article for complete information about Due Date Selector.


a. Select the type from the three options: Matter Field, Stage Activation, or Task Completion. The complete article on Due Date Selector explains these three options.

Note: If you choose Matter Field, do not choose Last Referenced Date, System Modstamp, Last Modified Date, and Last Viewed Date. These fields do not work on the Due Date Selector.

c. Select the Value. This must be a number with at most 8 digits. If you are choosing a due date with the Equals operator, set the Value as 1.

d. Select the Operator: Days after, Months after, Years after, Days before, Months before, Years before, Business Days Before, Business Days After, and Equals.



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e. Click Save



 

For this example, the "Complete the Preliminary Report" task is due 30 days after the Incident Date field on the matter:



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You successfully created a default matter task. Navigate to this matter stage and add it to the stage to test your new matter task. Or, set the auto-add settings to add this task to the stage automatically. Add more default matter tasks to streamline your matter-management processes.



 

Additional Considerations


• Start with as few matter tasks per stage as possible. Begin with the necessities, then add tasks as you use the plan and develop the plan. If particular cases need custom matter tasks, add matter tasks directly to those stages.

• Default matter tasks that are not assigned to matter team roles are assigned to the matter owner by default. Reassign them or choose matter team roles before adding them.




Additional articles:
Add a Matter Task to a Matter Stage
Create a Matter Plan





 

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