You can manually add tasks to a matter even when it already has pre-populated tasks defined by the matter plan. This allows for flexibility on top of matter plans, stages, task sets.

How to Add a Task to a Stage

  1. Navigate to Matters > [Matter Name].
  2. Select the tab where your Task Inline Editor component is located (Listed under "Stages" in this example).
  3. Select New Task
  4. Complete the following fields:
    • Subject: action required
    • Due Date: when task is due
    • Priority: level of urgency
    • Status: stage of completion
    • Comments: context for the task
  5. Save.
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