Task Set Administration

This article covers the following:

• About Task Sets
• Creating a Task Set
• Editing Task Sets
• Creating Task Dependencies
• Copying a Task Set
• Deleting a Task Set

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About Task Sets

Task Sets allow you to apply predefined groups of task(s) to matters, budgets, fee offers, or intakes (depending on your organization’s configuration).

Task Sets help ensure that required tasks are assigned and completed consistently. Each Task Set can contain an unlimited number of tasks, subject to structural limits:

• Each task can have only one parent task.

• Each parent task can have a maximum of eight child (sub-) tasks.

Users must have the Corporate Administrator role at the corporate client level to assign or create tasks.

You can access Task Sets by clicking Manage Task Sets from the Corporate Profile page:

Or the Administration panel of the homepage:

This displays the Task Set Admin page, where you can create and manage task sets.

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Creating a Task Set

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Creating a Task Set allows you to build reusable templates of common tasks for consistent application.

1. Click Manage Task Sets under the QuickLinks section of the Corporate Profile page or the Administration panel on the homepage. The Task Set Admin page displays.

2. Click Create Task Set. The Create Task Set page displays.

   

3. Complete the Task Set Name field and Description field.
4. Click Save Task Set. A success message appears at the top of the screen.

5. Click Add Task. The Add Task page displays.

   

6. Complete all required fields and any others as needed.

   See this topic for more information on creating a task.

7. Optional: Select Add Task and Create Another to create another task.
8. Click Add Task.
9. Click Save Task Set.

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Editing Task Sets

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Editing a task within a Task Set updates the template for future applications. However, previously applied tasks on existing matters will not be updated.

1. Click Manage Task Sets under the QuickLinks section of the Corporate Profile page or the Administration panel on the homepage. The Task Set Admin page displays.

2. Select the pencil icon next to the Task Set to edit. The Edit Task Set page displays.

   

3. Click the pencil icon next to the task to edit. The Edit Task page displays.
4. Click the Calendar icon in the Due Date field.
5. Use the Reminder before Due arrows to enter the number of days before the due date that a task reminder is sent.
6. Select a Priority.

7. Click the Show Advanced Settings link and enter the Estimated Hours to identify dependencies for the task.

   If Configure Dependencies is selected, then the additional fields Dependent Task and Dependent Due Date must also be completed.

8. Click Add Task and Create Another if additional tasks need to be added.
9. Click Save Task.

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Creating Task Dependencies

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Task dependencies control the order in which tasks can be completed. 

You must have the Corporate Administrator role at the corporate client level to create task dependencies.

1. Click Manage Task Sets under the QuickLinks section of the Corporate Profile page or the Administration panel on the homepage. The Task Set Admin page displays.
2. Click the pencil icon next to the task set. The Edit Task Set page displays.

3. Click Add Task. The Add Task window displays.

   

4. Complete all fields as necessary.
5. Click the Show Advanced Settings drop-down.

6. Check the Configure Dependencies box.

   

7. Select the task.
8. Complete all other fields as needed.
9. Click Add Task and Create Another if needed.
10. Click Add Task. The Edit Task Set page displays with the dependent task added.
11. Click +Save Task Set.

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Copying a Task Set

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Copying a Task Set allows you to create a similar template with minor changes.

You must have the Corporate Administrator role at the corporate client level to copy Task Sets.

1. Click Manage Task Sets under the QuickLinks section of the Corporate Profile page or the Administration panel on the homepage. The Task Set Admin page displays.

2. Click Copy to the right of the set name to copy. The Edit Task Set page displays.

   

3. Edit the task set as needed.
4. Click +Save Task Set.

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Deleting a Task Set

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Deleting a Task Set removes it from future use but does not affect matters where it has already been applied.

1. Click Manage Task Sets under the QuickLinks section of the Corporate Profile page or the Administration panel on the homepage. The Task Set Admin page displays.

2. Click the trash can icon to the right of the Task Set Name. A confirmation window displays.

   

3. Click Yes.

The task set is removed for future use.