You can manually add Tasks to a Matter at any time. This allows for flexibility in Matter Plans, Stages, and Task Sets as you're not stuck with only the Tasks that have been added.

How to Add a Task to a Stage

  1. Open a Matter.
  2. Select the Stage where you would like to add the Task.
  3. Select New Task
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  4. Complete the displayed fields depending on what you'd like accomplished in this new Task.
  5. The following fields are required: 
    • Assigned To: The individual (or group) responsible for completing the Task.
    • Subject: Action required.
    • Status: Stage of completion.
    • Priority: Level of urgency.
  6. Click Save.
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