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 don't miss any Tasks when they work through cases.

Default Matter Tasks are the framework for the Tasks you add to 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.

How to Create Default Matter Tasks

  1. Navigate to a Matter Plan.
  2. Since default Matter Tasks are added to Stages, click on a Matter Stage in the plan.
  3. Click New on Default Matter Tasks. M_I_default_Matter_Task_1.gif
  4. Fill out the New Default Matter Task window with the required and optional information.
    • Only a name (Default Matter Task) and a Matter Stage are required. The Matter Stage is preselected based on the stage selected initially.
    • If you do not select a Matter Team Role, this Task will be assigned to the Matter Owner when it is created.MI_default_Matter_Task_2.gif
  5. Add a Description to the Matter Task.
    • This will appear when you hover over the information icon next to the Task on the Matter Plan.
  6. If this Matter Task is Billable, check the corresponding checkbox.
  7. Link to any URL with the Document Link field, which is instantly clickable when the Task is created.
  8. Click Save.MI_default_Matter_Task_3.gif

Adding a Due Date and Reminder

Default Matter Tasks appear on a Matter Plan based on the due date you've set. You must add a due date to the Matter Task to ensure it appears on the Matter stage.

  1. Click your new Default Matter Task to locate the Due Date Selector.
  2. Select the Type from the four options: Matter Field, Stage Activation, Task Completion, or Manual.
    • See this article for an in depth explanation of each option.
    • If you choose Matter Field, do not choose Last Referenced Date, System Modstamp, Last Modified Date, or Last Viewed Date. These fields do not work on the Due Date Selector.MI_default_Matter_Task_5.gif
  3. Next, choose a field relative to the Type.
    • In this example, the Task should be due 5 days from the creation of the Matter, so the user chooses Created Date.MI_default_Matter_Task_6.gif
  4. After selecting a Matter Field, type in a Value.
    • This is a number with 1 to 8 digits.
  5. Once a Value has been entered, select an Operator from the picklist: Days after, Months after, Years after, Days before, Months before, Years before, Business Days Before, Business Days After, and Equals.
    • If you're selecting a due date with the Equals operator, set the Value as "1".
    • In this example, the user types "5" into the Value box and selected Business Days After from the picklist. This means that the Task will be due 5 business days after the Matter is created. MI_default_Matter_Task_7.gif
  6. Finally, choose whether you want a reminder before the Task is due.
  7. If so, check the box beside Reminder and repeat the Value and Operator procedure.
    • In this example, the user wants a reminder one day before the Task is due, so they type in "1" and select Days Before from the picklist.
  8. Click Save.

MI_default_Matter_Task_8.gif

Now that you've successfully created a default Matter Task, test it by adding it to the Matter Stage 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 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.

Related Articles

Add a Matter Task to a Matter Stage

Create a Matter Plan  

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