Task Management

Overview

Tasks in CaseSolo help you track action items, deadlines, and assignments across your firm.

Creating Tasks

Quick Create

1. Click Tasks in the sidebar
2. Click New Task
3. Enter a title, description, and due date
4. Assign to a team member
5. Set priority (Low, Medium, High, Urgent)
6. Optionally link to a case

From a Case

1. Open a case
2. Go to the Tasks tab
3. Click Add Task
4. The task is automatically linked to the case

Task Views

List View

Default view showing all tasks sorted by due date. Filter by:

• Status (Pending, In Progress, Completed, Cancelled)
• Priority (Low, Medium, High, Urgent)
• Assignee
• Case
• Due date range

Board View (Kanban)

Visual board with columns for each status. Drag tasks between columns to update status.

Timeline View

Gantt-style view showing tasks plotted along a timeline with due dates.

Task Statuses

| Status | Description | |--------|------------| | Pending | Not yet started | | In Progress | Currently being worked on | | Completed | Finished | | Cancelled | No longer needed |

Task Priority

| Priority | When to Use | |----------|-------------| | Urgent | Immediate action required (court deadlines, SOL) | | High | Important, should be done soon | | Medium | Standard priority | | Low | Nice to have, no rush |

Assignments

• Each task can be assigned to one team member
• Assignees receive email and in-app notifications
• View all your assigned tasks from the Tasks page with the "My Tasks" filter

Due Dates & Reminders

• Set a due date when creating or editing a task
• CaseSolo sends reminders before the due date
• Overdue tasks are flagged in red
• The dashboard shows upcoming and overdue tasks

Auto-Generated Tasks

CaseSolo can automatically create tasks when:

• A case status changes (e.g., "Send retainer" when status moves to Intake)
• A deadline approaches
• A workflow triggers task creation