- 1
Open Task Management
Go to Task Management (/task-management-v2) to see the task board/list.
Tips- Use Group by to organize tasks by status, assignee or due date
- 2
Create a task
Click 'Add Task' / '+' and fill the task form.
What to enter
Field Type Description Example Task name* text Short title of the task Draft reply notice Description textarea Details of what to do — Status select Initial status To Do / In Progress Priority select Task priority Low / Medium / High Task assignment select Employee responsible — Due Date date When it's due 2024-06-10 - 3
Track to completion
Move tasks across statuses and filter by assignee or due date to manage workload.
Tips- Legal tasks can carry court/hearing details