You can create tasks with a due date based on the completion date of another task. Once created, if you change the due date of the main task, the system will automatically adjust the due date of all the depending tasks.

Note: Only tasks that are linked with a matter can be connected via due dates.

To set the due date of a new task based on another task:

  1. Click on Tasks in the sidebar menu to view the Task List.

  2. Type the title of the task.

  3. Click on the Matter/Lead

Add_Task_Matter_Lead_Icon.png

icon and select a matter from the drop-down list. (See How to Connect a Task to a Matter/Lead for more details on connecting a task to a matter.)

4. Click on the Task End Date

Add_Task_End_Date_Icon.png

icon to specify an end date for the task.

Add_Task_Trigger_Due_Date.png

5. Select the Trigger due date based on another task checkbox. Lawcus displays options for specifying the due date.

Specify_Task_Due_Date_Before_After.png

6. Specify when the task should end. You can set a task to end 'n' days before or after another task.

7. Select the related task from the drop-down list.

Specify_Task_Due_Date_Select_Matter.png

Note: The drop-down list will show only those tasks that are connected with the matter you selected in Step 3.

8. Click on the Done button.

9. Complete the rest of the task set up and finally click on the Add button to create the new task. (See How to Add a New Task for more details on creating a new task.)

The due date of this new task is now dependent on the due date of the other task (selected in Step 7). If you change the due date of the other task, the due date of this task too will change accordingly.

To set the due date of an existing task based on another task:

  1. Click on Tasks in the sidebar menu to view the Task List.

  2. Click on the task to view its details.

Add_Task_Trigger_Due_Date.png

3. Select the Trigger due date based on another task checkbox. Lawcus displays options for specifying the due date.

Specify_Task_Due_Date_Before_After.png

4. Specify when the task should end. You can set a task to end 'n' days before or after another task.

5. Select the related task from the drop-down list.

Specify_Task_Due_Date_Select_Matter.png

Note: The drop-down list will show only those tasks that are connected with the matter of the task you selected in Step 2.

6. Click on the Done button.

7. Finally, click on the Update button to update the entry.

The due date of the task will now be dependent on the due date of the task you selected in Step 5. If you change the due date of that task, the due date of this task too will change accordingly.

Please watch below GIF image to follow the steps:

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