Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
The Tasks worksheet allows users to create, assign, and track tasks within a project. Tasks can be associated with documents, characters, chronology events, and other records, and notifications can be sent to keep users informed of outstanding work.


The Tasks worksheet provides a centralized 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, organizations, chronology events, or procedural timetable entries.

Tasks can also be created directly from highlighted text within the document or transcript viewer, making it easy to turn review findings into actionable follow‑up items. Email notifications and reminders help ensure assigned users are aware of their responsibilities and deadlines.

How to Create a Task

  1. Navigate to the Tasks worksheet.
  2. Click the + Add Task button located at the top left of the table.
  3. In the dialog box, complete relevant fields such as:
    • Due date
    • Assigned user(s)
    • Task status
    • Task description
  4. Use the Characters, Organizations, Chronology, and/or Procedural Timetable tabs to link existing records or create new related records.
  5. Click Save.

Once saved:

  • The task appears in the Tasks table
  • A notification email is sent to the assigned individual(s)

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

FieldDescription
Due DateThe deadline for the task. Options such as On/At, Before, or After can be customized by system admins.
Assign ToThe user(s) responsible for completing the task.
Task StatusIndicates progress (for example, Pending, Completed, In Progress, Blocked). Values can be customized.
Task DescriptionDescription of the task and expectations. Limited to 500 characters.
Task TypeCategorizes the task (for example, Draft, Filing Deadline, Meet and Confer, Research, Review).
Highlighted TextA 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 DocumentsDocuments related to the task. Existing documents can be added, or new documents uploaded.
CollectionCollection(s) associated with the task.
Task NotesAdditional notes providing context or instructions.

How to Edit a Task

  1. Click the task row in the table.
  2. The Details panel opens on the right‑hand side.
  3. Select the Details tab.
  4. Click anywhere in the form to edit fields (permission dependent).
  5. Save changes as needed. 

Additional task actions (such as deleting, setting access, or locking records) can be accessed by:

  • Selecting the task checkbox
  • Clicking the Actions dropdown

Example:
Update a task’s status from In Progress to Completed and add notes explaining the outcome.


Use the Tasks worksheet to convert review findings and case planning into clearly assigned, trackable actions, ensuring accountability and timely completion across the project team.