As a law firm owner or Lawcus law firm account admin, managing tasks can be a daunting task. But with Lawcus, you have access to limitless flexibility to stay on top of everything related to tasks. From creating tasks to assigning them, changing due dates, adding sub-tasks, and more, the list of how you can manage and deal with tasks on Lawcus is endless.
In this video, we'll showcase some handy tips and tricks to help you efficiently manage your tasks, meet client and legal deadlines, keep team members in check, and more. You'll learn how to:
Add and assign new tasks: Easily create and assign tasks to specific team members or groups. You can also set priorities and due dates to ensure timely completion.
Add and assign sub-tasks to multiple teammates: Break down complex tasks into smaller, manageable sub-tasks and assign them to multiple team members to ensure everyone is on the same page.
Sort and filter tasks with several metrics: Quickly sort and filter tasks based on due dates, priorities, tags, and more to stay organized and focused.
Affix tags and notes to tasks: Use tags and notes to categorize and add context to your tasks. This makes it easier to search for and identify specific tasks later.
Tweak tasks' start and due dates: Adjust start and due dates as needed to accommodate changes in schedules or unforeseen circumstances.
Create periodical, never-ending tasks: Create recurring tasks that repeat daily, weekly, monthly, or yearly to ensure you never miss an important deadline.
Trigger tasks' due dates based on previous tasks: Automatically trigger the due dates of dependent tasks based on the completion of previous tasks.
Export tasks: Export tasks to Excel, or CSV formats to share with team members or for your own record-keeping.
By mastering these tips and tricks, you can streamline your task management process and focus on what really matters: providing excellent legal services to your clients. So why wait? Check out our video now and start optimizing your task management today.