Use the Tasks section of the Activities page to designate the users and assignments that are needed to complete a project. You can change task assignments at any time and also assign tasks to yourself.
If necessary, you can also add information for tasks that are also billable time items that need to be tracked by rate on an hourly basis.
1.Search for a matter and open it. 2.In the left pane, click the Activities link. 3.Select one of the following options: oTo create a new task, click New. If you are creating the task from a project record, the project automatically displays in the Project field. oTo edit an existing task, click the name of the task in the Subject column, and then click Edit. The task record screen opens to the General page.
4.Enter or edit the appropriate information in the Task Information section and, if necessary, the Billing Information section. See Creating or Editing Tasks for more information. 5.Select a save option. To post this task, see Posting Tasks.
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