Create tasks

You can use the diary to create tasks for key dates, limitation dates, file reviews, etc. As with appointments, tasks can be created for single users and groups of users. The process is almost identical.

To create a task:

In the diary, select the user for which you want to create the task.
On the Home tab, in the New group, click Task.
- You can also right-click the diary and click New: Task.
- You can also press CTRL+SHIFT+T.
When the Task for... screen opens, on the Task tab, complete the task details.
- You can also make the task recur.
- You can also set a reminder.
(Optional) On the PMS Details tab, assign a client and/or matter to the task.
Click OK to add the task.
- To view tasks, you must change the view to the Tasks view.

To create a group task:

In the diary, select the user for which you want to create the task.
On the Home tab, in the New group, click Group Task, and then from the drop-down click one of the following:
- Use Current Group. Automatically selects the group you are assigned to.
- Select New Group. Allows you to select the desired group(s) from a list of those available. When the Organise users screen opens, select the required group(s), click Add, and then OK.
- Use Everyone. Automatically selects all users and resources.
- You can also right-click the diary and click New: Group Task.
When the Task for... screen opens, on the Task tab, complete the task details.
- You can also make the task recur.
(Optional) On the PMS Details tab, assign a client and/or matter to the task.
Click OK to add the task.
- To view tasks, you must change the view to the Tasks view.

Tip You can also add a task from within the Client and Matter Details screens. On the Diary tab, right-click and select Add Task.