This How-to covers creating a task for yourself or another Prevail user in your database.
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.
\uD83D\uDCD8 Instructions
Complete one of the following.
Click Calendar > Add > Task.
From the Prevail toolbar, click New > Task.
From the home tab, in the upcoming Tasks section, click Add.
From the Events Tab, in the Tasks panel at the bottom, click Add.
Click the ‘Subject’ field.
Enter a description of the Task.
Choose a Task type from the Type drop-down list.
Enter the date that you want the task to begin appearing in the task list in the Start Date field.
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
Note: You must be logged into Prevail at this date/time in order to see the reminder.
Choose the responsible user(s).
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.
To change or remove matter association
Click the Contacts button.
To remove the matter association from the task, click “Detach Matter.”
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.
Enter any other notes about the Task in the Notes field.
Click, Save.
\uD83D\uDCCB Related articles
Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.