Matter Tasks are the individual Tasks within Matter Stages, Matter Plans, and Matters. Add default Matter Tasks when building Matter Plans, or manually create Tasks on Matters. Assign Tasks to Matter Team roles in Matter Teams to coordinate plans.
This overview contains links to all articles about using Matter Tasks, and explores the ways you can view Tasks.
Create and Edit Tasks
- Add Default Matter Tasks to a Matter Plan
- Add Matter Tasks to a Matter Stage
- Edit Matter Tasks on a Matter Plan
- Mass Edit Tasks on Matter (Legacy)
- Set Reminders on Matter Tasks (Legacy)
- Filter Tasks on a Matter (Legacy)
Three ways to view Matter Tasks