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 check the 'Completed' box.

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