Prevail 10 E-Training*: Tasks

The Prevail Calendar tracks appointments and tasks for every user in the system. The calendar also has the capability of integrating with your Outlook Calendar. For more information, call Technical Support: (866) 998-4400 option 1,1.

There are 3 places to view your tasks:

• Your task list: Allows you to see all users' tasks, regardless of matter or prospect.

• Events Tab: Allows you to see the tasks not completed for the matter or prospect you are currently in.

• Home Tab: Allows you to see only your upcoming tasks, from 1 to 14 days out, regardless of matter or prospect.

Note: Certain types of tasks will appear in your task list automatically.

• Ex: Case managers will automatically receive statute reminder tasks from the Claims/Process tab, and users can receive automatic tasks when documents are merged.

You may also create tasks directly in the calendar for yourself or other Prevail users.

• Creating a Task:

• A new task can be created from multiple places in Prevail:

  • Click: Calendar, Add, select 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.

1. In the Subject field, enter the description of the task, or what needs to be done.

   1. Choose a task type from the dropdown list.

   2. Start Date: Select when you want to begin seeing this task on your task list.

   3. Due Date: The task deadline for that task.

   4. Pro tip: In the date field, you can type the date, Any day of the week, "Today", "Tomorrow", or “Yesterday” plus or minus any number of days and it will jump you to that specific date. If you would like to jump to the last day of the current month, type ‘EOM’

   5. To enable a 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'll need to be logged into Prevail at this date/time in order to see the reminder.

   6. Next, Choose the responsible user or users.

      1. Warning: If a task is assigned to multiple users, when any of the users mark the task as complete, it will be removed from all users' task lists. Therefore, we do not recommend setting a single task for multiple users.

      2. Note: The calendar assumes that the task should be associated with the matter that you currently have open in Prevail. To change or remove the matter association, click the "Attach Matter" button at the top of the task window. You can either search for a different matter or detach it so that it isn't attached to any matter.

      3. Optional: Enter any other notes about the task in the Notes field.

   7. Click 'Save'

2. To Complete a task, simply go to the task, and click 'Complete Task.'
   Note: You can do this from the Calendar, Events Tab, or the Home Tab.

   1. When you complete a task assigned to you by another user, they will get a notification that you completed that task.

3. Filtering your task list:

   1. Click the drop down menu on the top left corner of the Task List window

   2. Select whether you want to filter by:

      1. Completed/Uncompleted

      2. Open/Closed

      3. Matter/Prospect

For more information on the Prevail Calendar, see:

Prevail 10 E-Training: Calendar Navigation

Prevail 10 E-Training: Appointments