Use 'Tasks' to keep track of tasks on a matter or set key dates and manage task notifications.

Tasks can help you manage the tasks within your matters. By adding a task, you can keep track of when specific tasks are due and completed.

To add a task in a matter:

• Open the matter
• Select the 'Tasks' tab
• Click the 'Add Task/Date' button
• Select 'Task' in the slide-out and complete the fields
• Click 'Save'

Note: You can allocate a task to Team Members on that matter, or note that it is a task being completed by a third party non-Xakia user. In the latter case, the notification will be sent to the matter manager.

When a deadline is completed, simply 'Edit' and update the status from the dropdown list.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.