Task details

The following list contains descriptions of the fields which are displayed when creating tasks. Two tabs are available  – Task and PMS Details. The Task tab captures everything required to create a new task and the PMS Details tab allows you to assign a task to a client and/or matter.

Task tab

Field Description
Assign Task Specifies the group or individual you selected you created the task. Click Assign Task to add or remove members from the list. You can:
  • Type a name into the top box to find a specific member.
  • Restrict the items shown in the list by using the Filter List. The options are:
Once you have found the person or item you want to add to the Current Users list, either double-click or use these buttons:
  • Add >>. Adds the selected item or person from the Available Users list.
  • << Remove. Removes the selected item or person from the Current Users list.
  • Add All. Adds all items or people in the Available Users list.
  • Remove All. Removes all items or people from the Current Users list.
The users in the Current Users list will be added to the task when you click OK.
Subject Specifies a subject for the task.
Type Specifies the type of task from the drop-down list. The options are:
Status Specifies the status of the task from the drop-down list.
Due date Specifies the expected completion date for the task.
Today + Adds the task the specified number of days from the current date. For example, if the date is the 24th June and you enter 10 days, then the task will be made on the 4th July.
  

Note If you change the Due date field, then the Today + value will be overridden.
Priority Specifies the tasks priority (Low, Medium, High, or Not Set).
Start date Specifies the start date of the task (DD/MM/YYYY).
Start time Specifies the start time of the task (HH:MM).
Est. duration Specifies the how long the task should last. If you enter an estimated duration, then the End time field will be calculated automatically.
Date completed Specifies the date when the task was completed.
% complete Specifies a percentage complete estimate for the task. Entering 100% flags the task as complete and automatically enters today's date as the date completed.
Completion reason (Limitation tasks only) Specifies the reason for completion, e.g. Settled, Failed, etc. Only available when a limitation task is set to 100% complete.
Private Tick if the task is private. This will prevent other users from reading the task description.
Make public Tick if you want the task to be visible to the client using the Client Self Service module.
Reminder Allows you to set a reminder for the task if required.
Colour Specifies a colour for the task entry in the diary.
Notes (blank box) Allows you to type some supporting notes or comments about the task.

PMS Details tab

Field Description

Matters

 
Ref Specifies the client reference. Type or find using the lookup.
Matter Specifies the matter reference. Type or find using the lookup.
Desc Displays the description of the matter. Clicking the link will open the matter details.
Client Displays the name of the client. Clicking the link will open the client details.
Add Lets you assign the selected matter to the task.
Remove Lets you unassign the selected matter from the task.

Clients

 
Field Description
Ref Specifies the client reference. Type or find using the lookup.
Name Displays the name of the client. Clicking the link will open the client details.
Add Lets you assign the selected client to the task.
Remove Lets you unassign the selected client from the task.