In this article
- Concept of tasks
- How to add tasks
- How to complete tasks
- How to save tasks as a template
- How to get an overview of your tasks
What is a task?
Tasks form a key component of every project management application, and LawVu is no different.
You can think of tasks as a supercharged 'To do' list.
In a typical To-do list, you just have the name of an item and checkbox to say if you have 'done it or not'. Tasks in LawVu follow the same system but the difference here is that you can capture a lot more information around a task (if you want to) including dates, files, and discussions - and you can assign tasks to team members to complete.
If time and financial information are supplied, tasks can count towards matter budgets, and this allows you to quickly see where your time is being spent.
How to add tasks
Tasks are associated with Matters and have a dedicated tab on a matter. Just click onto the 'Tasks' tab and you can begin adding tasks.
Click into the area that says 'Enter a task' and start typing the name of your first task.
When you have finished, press 'Enter' and you can start the name of your second task.
Working in this manner allows you to very quickly flesh out a list of tasks that are relevant to the matter you're working on. You can keep the information 'light' at this time and then come back to provide more information if you need to.
How to add information to tasks
You will notice that when you click on a task the task area splits in two. On the left side, you have your list of tasks and on the right side, you have the details view of the selected task.
In the details pane, you can:
- mark the task as complete
- add 'sub-tasks'
- assign the task to a person
- specify a due date (this will make the task appear in your LawVu calendar)
- enter the estimated hours a task will take to complete
- enter an hourly rate for work on the task
- change the name of the task
- add a description for the task
- change the 'type' of the task (standard, milestone, court date, meeting)
- upload files to the task (these will also be stored in the files section of the matter)
- add any external links to the task
- have a conversation around the task.
How to complete tasks
When a task is complete just click the circle next to the task name in the list or the 'Mark as complete' circle in the task details.
You can also choose whether to show or hide completed tasks.
How to save tasks as a template
Where tasks become very powerful is in their ability to be saved and reused whenever you create certain types of matters.
See this article for more details on saving and reusing tasks.
How to get an overview of tasks assigned to you
If you click onto the Tasks 'tick' icon beside the notification bell you can display, in grid format, the tasks that are assigned to you across all of the matters in LawVu.