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.