| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to create tasks directly from highlighted text in the Document or Transcript Viewer, including linking records and notifying assigned users.
Opus 2 allows users to convert highlighted text in documents or transcripts into actionable tasks, enabling 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.
Creating a task from a document or transcript
- Open a document or transcript in the viewer.
- Select and drag over the relevant passage of text.
- Release to display the annotation toolbar.
- Select the three-dot (⋯) icon.
- Select Create Task.
- In the task dialog, complete the required 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 right-hand panel of the viewer.
- The task is added to the Tasks worksheet.
- A notification email is sent to the assigned user or users.
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 administrators). |
| Assign to | The user or users 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 | Categorises 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 | Collections associated with the task. |
| Task notes | Additional context or instructions to assist task completion. |
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.