About the Task Table Component on Matters

The Tasks Table component within Litify Matters offers many ways to view and interact with Matter Tasks. From this one table you can view, filter, create, and even edit Tasks. This guide is meant to help you better understand this component and customize it to suit your needs.

Locating the Component

The Task Table component is located under the Stages tab within a Matter. To access it: 

  1. Open a Matter.
  2. Click Stages.
    • Depending on how your organization is setup, this tab may be named something different.
  3. The Task Table component should be visible on the bottom portion of this tab.

Adding the Component

It’s possible that your organization might not have this component enabled by default. (Or you may just want to add this component in another location.) If that’s the case, you can edit the Matter page so that the table appears wherever you’d like. To add the component to the Matter Stages tab, follow these steps below:

  1. Open a Matter.
  2. Click the Cog icon at the top to page and click Edit Page.

  3. Within the main window, select the Tabs component.
    • From here you can select an existing Tab, or create a new one.

  4. Search the sidebar (under Components) for Task inline Editor.
    • This component is usually paired with the Matter Plan Status component on the same tab.
  5. Drag the component from the sidebar onto the page wherever you'd like it.

  6. Click Save at the top of the page.

The other common component to have on the Stages tab is the Stages timeline. If you’d like to add this component as well, follow the steps above but search for an add the Matter Plan Status component.

Editing the Component

From the Edit Page screen you can also adjust the Task Table component to better fit your needs. After selecting the Task Inline Editor component a sidebar will appear. 

This will give you the option to adjust how many Tasks are shown per page, how many Tasks are loaded when clicking View More, and whether to wrap or clip displayed entries.

Filtering Results 

You can also temporarily filter the Task Table results. This can help you quickly adjust which Tasks are displayed and then easily clear that filter when you no longer need it. To filter the Tasks in the table, click the filter icon next to Matter Task.

Screen_Shot_2021-04-16_at_3.09.49_PM.png

Clicking the filter button will launch a menu with a host of options to choose from.

Screen_Shot_2021-04-16_at_3.09.55_PM.png

Clicking any of the boxes/radio buttons will automatically update the table below.

Creating a New Task / Adding a Task Set

Create a new Task at any time while viewing the Task Table by clicking the New Task button. Additionally, you can add a group of predefined Tasks (also called a Task Set) to a stage using the Add Task Set button.

Screen_Shot_2021-04-16_at_3.16.34_PM.png

You can also use the Wrap/Clip Text and Refresh buttons located near the top-right of the table to quickly adjust how information is displayed or to refresh the table.

Editing an Individual Task

For many of the fields on a record preview, you will find that a pencil icon will appear when you hover over them. This is a visual queue to let you know that this field allows for inline editing.

Alternatively, you can click the Edit button to the right of any Task to launch a window allowing you to make robust changes to that Task.

From this window you can update nearly every aspect of the Task, including who it’s assigned to, which Matter it’s related to, and if it should reoccur. 

Quick/Bulk Edits

Selecting one or more boxes next to Tasks will bring up the quick-edit bar at the bottom of the screen. 

This bar allows you to quickly update the following information for one or more records:

  • Color
  • Due Date
  • Assignee
  • Status
  • Priority

Related Articles

Was this article helpful?
0 out of 0 found this helpful