In Lawcus, you can easily view and manage all your tasks, whether they were assigned to you by teammates or managers or if you created them yourself. Tasks can be associated with specific matters or leads, and you have the flexibility to set due dates, make them repeat at specified intervals, and designate them as private or public. This guide will walk you through the steps to view and handle your tasks using Lawcus.
To view your tasks in Lawcus:
Find and click on the "Tasks" option on the left sidebar. This action will open the Tasks screen, where you can manage all your tasks in one place.
Once you've accessed the Tasks screen, you'll find several options to view and organize your tasks:
My Tasks: Click on the "My Tasks" tab to view all tasks assigned to you and tasks you've created yourself. You will see a comprehensive list of your tasks, including their due dates.
Delegated Tasks: Click on the "Delegated" tab to see all the tasks you have delegated to others. This view allows you to keep track of tasks that you've assigned to your teammates or colleagues.
Adding a New Task: If you need to create a new task, you can do so using the "Add Task" button or a similar option, depending on Lawcus's interface. This option allows you to set task properties such as due dates, repetition intervals, privacy settings, and associations with specific matters or leads.
Task List: The main section of the Tasks screen displays the list of all your tasks, regardless of their assignment status. Here, you can easily scan through your tasks, review their details, and take appropriate actions.
Task Due Date: For tasks with due dates, Lawcus displays them prominently, and any overdue tasks are highlighted in red. This feature helps you identify and prioritize tasks with approaching or past due dates.
Marking Tasks as Complete: To mark a task as complete, simply locate the task on the list and click the checkbox next to it. This action will indicate that the task is finished and will be appropriately updated in Lawcus.
By following these steps, you can efficiently view and manage all your tasks using Lawcus. Whether you're handling tasks assigned to you or delegating tasks to others, Lawcus's intuitive interface makes task management a seamless process. Stay organized and on top of your responsibilities by utilizing the powerful task management capabilities of Lawcus.