Create a Task

Use tasks to track work that needs to get done — whether it's case-related or general firm work. You can create tasks from multiple places in the app, so the right workflow is always within reach.

Create a task from the + Create button

The quickest way to create a task is from the global + Create button.

1. Click the purple + Create button in the top-left corner.

2. Select Task from the dropdown.

3. Enter a Title for the task.

4. Optional: Fill in the Description, assign an Assignee, set a Due Date, and choose a Status.

5. Tag the task to a case

6. Click Create task.

Create a task from within a case

When a task belongs to a specific case, create it from inside the case to keep all work in one place.

1. Open the case.

2. Click the Tasks tab.

3. Click + Create task.

4. Fill in the task details.

5. Click Save.

Tip: Tasks created from within a case are automatically linked to that case, so they appear in both the case view and the global Tasks list.

Task fields

When you create a task, you can fill in or select the following fields:

• Title — Required. A short, clear name for the task.

• Description — Optional details or instructions about what needs to be done.

• Assignee — The firm user responsible for completing the task.

• Due Date — The deadline for completing the task.

• Status — The task stage, drawn from the custom statuses your firm has configured.

• Labels — Optional tags for organizing and filtering your tasks.

Related: Assign a Task · Set a Task Due Date · Custom Task Statuses · My Tasks