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To view an instructional video of these steps, click the link below.

https://share.synthesia.io/84bc2d6e-d8ae-4e0e-9ec1-ef158a9b8329 Video Link: Completing a Task

Tasks are "to do" items. You use them in Prevail to assign actions or duties to users. Tasks are usually associated with a matter, but you may also have tasks that aren't associated with a specific case. After the user has completed the "to do" item, he or she can mark the task as complete in Prevail.

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Instructions

  1. Go to the task

  2. Click 'Complete Task.'
    Note: You can do this from the Calendar, Events Tab, or the Home Tab.
    Note: When you complete a task assigned to you by another user, they will get a notification that you completed that task.

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Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.

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