Page Comparison

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1. Complete one of the following.

   1. Click Calendar > Add > Task.

   2. From the Prevail toolbar, click New > Task.

   3. From the home tab, in the upcoming Tasks section, click Add.

   4. From the Events Tab, in the Tasks panel at the bottom, click Add.

2. Click the ‘Subject’ field.

   1. Enter a description of the Task.

3. Choose a Task type from the Type drop-down list.

4. Enter the date that you want the task to begin appearing in the task list in the Start Date field.

5. Optional: For the reminder pop-up window to appear on a certain date/time, check the ‘Reminder’ box, and indicate the date/time to be reminded

   1. Note: You must be logged into Prevail at this date/time in order to see the reminder.

6. Choose the responsible user(s).

   1. Note: If the Task is assigned to multi[le users, if any of the users mark the task complete, it will be removed from all users' task list.

7. To change or remove matter association

   1. Click the Attach/Detach buttonContacts button.

   2. To remove the matter association from the task, click “Detach Matter.”

   3. To change the matter that is associated with the task, click “search for matter to attach,” search for the matter you are looking for, and double click to attach that matter to the task.

8. Enter any other notes about the Task in the Notes field.

9. Click, Save.

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