Overview
Managing tasks and workflows in Docketwise is easy. Tasks and task lists help you and your teammates stay on top of all activities and simplify your workflows. Additionally, tasks can be assigned to client's via the client portal for any tasks they need to complete.
Contents
Creating and Managing Tasks
You can create new tasks from the Tasks index, a contact page, or from matter page. By default, tasks are assigned to the user that creates them. However you can assign a task to any staff member at your firm by adding the staff member to your Docketwise account.
To create a task, you will need to follow the steps below:
Navigate to the Tasks index (where all tasks appear) or the tasks tab from a specific contact or matter's overview page.
Note: if you create a task from a contact/matter overview page, the task will automatically be assigned to that contact/matter.
Type in your task at the top of the page
Hit the Enter key on your keyboard
To import tasks from a task list, you will need to follow the steps below:
Navigate to the Tasks index (where all tasks appear) or the tasks tab from a specific contact or matter's overview page.
Click the Import Task List button
Choose the client, matter, and staff assignees
Click the Import button
Creating and Managing Task Lists
The most powerful feature of tasks is the ability to create reusable "task lists". With task lists, you can generate long lists of tasks, steps, workflows and prefiling instructions in seconds whenever you begin working with a new client or matter.
In order to create a task list, you will need to follow the steps below:
Navigate to Settings > Tasks Lists
Click the New Task List button
Give your task list a name and click the Create Task List button
Add your tasks by typing out each task and hitting the Enter key on your keyboard
Note: Updates and changes made in the task list settings will be saved automatically.
If you wish to add a default duration/deadline for tasks within a task list, simply click the edit icon and enter a duration (in days) and/or a default assignee.
In order to edit a task list that is already created, you will need to follow the steps below:
Navigate to Settings > Tasks Lists
Click the edit icon pertaining to the task list you wish to edit
To make any edits to a specific task (name, duration, or default assignee), simply click the edit icon pertaining to the task you wish to edit.
Note: Task durations can only be applied to tasks when they are created via matter workflow automations (see below).
Task Lists and Matter Workflows
Task lists can also be utilized in matter workflows, adding a layer of automation and further optimizing productivity and processes that you thrive on.
When task lists are utilized in matter workflows, both the task duration and default assignees will be applied to the tasks created. Click here to learn more!
Sharing Tasks with a Client
Tasks can also be shared directly with clients for work that needs to be completed by them. To do this, you will first need to make sure that your client's client portal or HR portal has been activated.
After the task has been shared with the client, they are able to mark the task as complete so you can know what is still pending.
Click here to learn more!