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
  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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