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Dangana

Task guide

Work with tasks

Create tasks on a matter or for the firm, work their checklists, mention colleagues in comments, and see your list and the team's.

Create a task

  1. Open Tasks and choose New task, or add one from a matter's Tasks tab.
  2. Give it a title, the person it is for, a due day and a priority. Leave the matter empty for the firm's own work.
  3. Optionally name the deadline it serves, and the tasks it waits on.
My tasks, with what is due today and what is overdue.
My tasks, with what is due today and what is overdue.

Work it

  • Move it from to do to in progress to done. Done records who and when.
  • Tick its checklist lines, up to a hundred, in the order you arrange them.
  • Link the documents it needs, from the same matter.
  • Comment, and mention a colleague with @ to tell them. You cannot mention someone who may not see the task.
A task with its checklist, comments and documents.
A task with its checklist, comments and documents.

Waiting on other work

A task waiting on open work shows as blocked. It is a signal, not a lock: you can still work on it. The system refuses a task waiting on itself or on a loop.

Cancel and reopen

Cancelling needs a reason. Reopening clears the completion and is recorded.

Views

My tasks, Team, All and Workload show the same tasks as a list or a board, and the open tasks per person. A walled matter's tasks never appear to someone outside the wall. Each morning you receive a list of what is due and overdue, if the firm has it switched on.

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