| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Tasks can be created directly from the document or transcript viewer by highlighting text and assigning follow‑up actions to users. Assigned users are notified by email, and reminders can be managed through Notifications.
Opus 2 allows users to convert highlighted text in documents or transcripts into actionable tasks. This enables teams to move seamlessly from review to task management without leaving the viewer.
Tasks created from highlighted text are automatically linked to the relevant passage and appear both in the right‑hand task panel within the viewer and in the Tasks worksheet. Notifications are sent to assigned users, helping ensure that important review actions are tracked and completed on time.
How to Create a Task from a Document or Transcript
- Open a document or transcript in the viewer.
- Click and drag the mouse over the relevant passage of text.
- Release the mouse button to display the annotation box.
- Click the three‑dot (⋯) icon.
- Select Create Task.
- In the task dialog, complete the required information, such as:
- Due date
- Assigned user(s)
- Task status
- Task description
- Use the Characters, Organizations, Chronology, and/or Procedural Timetable tabs to link existing records or create new related records.
- Click Save.
After saving:
- The task appears in the right‑hand panel of the viewer
- The task is also added to the Tasks worksheet
- A notification email is sent to the assigned individual(s)
Example:
Highlight a key paragraph in a deposition transcript and create a task requesting follow‑up research, linking the task to the relevant character and chronology event.
Task Fields Overview
| Field | Description |
|---|---|
| Due Date | Sets the deadline for task completion. Default options include On/At, Before, or After (configurable by system admins). |
| Assign To | User(s) responsible for completing the task. |
| Task Status | Progress indicator such as Pending, Completed, In Progress, or Blocked. |
| Task Description | Description and expectations for the task (maximum 500 characters). |
| Task Type | Categorizes the task (for example, Draft, Filing Deadline, Meet and Confer, Research, or Review). |
| Highlighted Text | Automatically links the task to the selected passage. Use the edit icon to adjust the annotation or the double‑arrow icon to select a different passage. |
| Supporting Documents | Documents relevant to the task. Existing documents can be added, or new documents uploaded. |
| Collection | Collection(s) associated with the task. |
| Task Notes | Additional context or instructions to assist task completion. |
Related links
Use task creation from the document or transcript viewer to quickly transform review insights into assigned, trackable actions—reducing context switching and improving task follow‑through across the team.