The task component includes many ways to view and interact with matter tasks, including sorting, filtering, viewing, creating, and editing tasks. This component features headers that give you important information at a glance and allow you to organize the table. Completing tasks, editing tasks, adding notes and documents, and filtering tasks by field values are some of the ways the new task table helps you work smarter on matters. This component is also used on the All Tasks tab.
Optionally, you can add Task Type (from DMT) or Type (from Task) to the task table. This adds a new header to the table and allows you to filter tasks based on this information.
A. Click the plus button to add default matter tasks, manually create new tasks, or add task sets to this stage.
B. Click the filter button to filter tasks on this matter plan by any of the headers: Name, Due Date, Assignee, Status, Stage, Priority, and Repeat settings.
C. Click any of the headers to organize the table by the header.
D. Click the checkbox to select tasks to mass update or edit them.
E. Click the note icon to add a note or view notes added to this task. When this icon is gray, there is no note. When this icon is blue, there is a note.
F. Click this arrow to complete the task, view documents added to the task, or delete the task.
Complete Tasks on the new task table
Click the dropdown arrow to the right of any task and click Complete to complete tasks on the new task table.
View all tasks on a matter
You can now view all tasks on a matter plan from any matter stage. Navigate to a matter stage, click the filter button, then click the X button to see all tasks added to a matter, ordered by Due Date.
Add Type or Default Matter Task Type header
The Type and Default Matter Task header do not appear on the task table default. Add one of these headers to display task type information and sort the table by task type.
1. Navigate to a matter. In the upper-right corner, click the gear and click Edit Page.
2. Click the task component.
3. On the right sidebar, click the Optional Column dropdown list and select Type or Default Matter Task Type.
• Type - displays the type added to standard tasks.
• Default Matter Task Type - displays the type added to default matter tasks.
4. Save your changes. View task type on the table and filter by type.
Remove the Notes and Document Link columns from the task table
If you do not use them, you can remove the notes and document link columns from the task table. This allows more space for the rest of the columns. Navigate to Edit Page via the gear in the upper-right corner, then click the task component. In the sidebar, choose true or false on Display Notes Column and Display Document Link Column.
Set Number of Tasks Per Page
Determine how many tasks appear on each page of the task component. If you only want ten tasks to appear, set the number of tasks per page at ten. Edit the page, click the Matter Plan component, then enter a number between 10 and 100. Save the page.
Matter Tasks Overview