| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to create, assign, and track tasks within a project using the Tasks worksheet, including field options, linking records, and editing tasks.
The Tasks worksheet provides a centralised way to manage work items across a case or project. Users can assign tasks to individuals, set due dates and statuses, and link tasks directly to relevant documents, transcripts, characters, organisations, chronology events, or procedural timetable entries. Tasks can also be created directly from highlighted text within the Document or Transcript Viewer.
Creating a task
- Navigate to the Tasks worksheet.
- Select the + Add Task button at the top left of the table.
- In the dialog, complete the relevant fields (see Task fields overview below).
- Use the Characters, Organisations, Chronology, and/or Procedural Timetable tabs to link existing records or create new related records.
- Select Save.
Once saved, the task appears in the Tasks table, and a notification email is sent to the assigned user or users.
Example: Create a task titled Review Expert Report, assign it to a team member, and link it to the relevant document and character.
Task fields overview
| Field | Description |
|---|---|
| Due date | The deadline for the task. Options such as On/At, Before, or After can be customised by system administrators. |
| Assign to | The user or users responsible for completing the task. |
| Task status | Indicates progress (for example, Pending, Completed, In Progress, Blocked). Values can be customised. |
| Task description | Description of the task and expectations (maximum 500 characters). |
| Task type | Categorises the task (for example, Draft, Filing Deadline, Meet and Confer, Research, Review). |
| Highlighted text | A relevant passage of text associated with the task. Use the edit icon to change the annotation position or the double-arrow icon to select text from a document. |
| Supporting documents | Documents related to the task. Existing documents can be added or new documents uploaded. |
| Collection | Collections associated with the task. |
| Task notes | Additional notes providing context or instructions. |
Editing a task
- Select the task row in the table. The Details panel opens on the right.
- Select the Details tab.
- Select anywhere in the form to edit fields (permission-dependent).
- Save changes as needed.
Additional task actions — such as deleting, setting access, or locking records — can be accessed by selecting the task checkbox and then selecting the Actions dropdown.
Example: Update a task's status from In Progress to Completed and add notes explaining the outcome.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.