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Tasks and Task Lists

Managing your tasks and workflows is easy with Docketwise, even when you're collaborating with staffmembers.

Overview

Task lists are reusable checklists designed for specific case types. By building a task list once for common case types, you can import it for new matters instead of recreating it from memory. Use single tasks for specific, one-time needs unique to a single case.

Creating and Managing Tasks

Add a one-off task to an existing matter

  1. Click Tasks from the main Dashboard or from inside a specific Matter. Alternatively, open the matter's dashboard and navigate to the Tasks tab.

  2. Click Create Task.
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  3. Enter a clear description for the task, such as "Send Client Agreement".

  4. Select yourself or another team member as the assignee.

  5. Set a due date.

  6. Click Create.
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Note: A task created directly from a contact or matter is assigned automatically.

Build a Reusable Task List

Create templates for case types you handle frequently.

  1. Navigate to Settings in the left sidebar.

  2. Select Task List.

  3. Click the New Task List button.

  4. Name the list after your most common case type (e.g., "Marriage-Based Adjustment of Status").

  5. Click Create Task List.

  6. Type the name of the first task and press Enter.

  7. Click the Edit (gear) icon next to the task.

  8. Enter the Duration (in days) to specify when the task should be completed.

  9. Assign a default team member to the task.

  10. Click Update to save. Repeat this for all tasks in your workflow.
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Import a Task List into a Matter

Apply your saved workflow template to a real case.

  1. Open the Tasks tab inside a Matter.

  2. Click Import Task List.

  3. Select the Task List template you previously created in Settings.

  4. Select the corresponding Client and Matter.

  5. Check the boxes to choose whether to Assign default assignees and Assign automatic due dates.

  6. Click Import to populate the matter with your template's tasks.
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Track and Prioritize Tasks

Keep your firm's workflow organized and monitor deadlines.

  • Locate Tasks: You can track tasks from the Tasks tab inside a specific matter or from the main Tasks tab in the left sidebar.

  • Filter Views: Sort your list by clicking Pending, Completed, or All tasks at the top of the tab.

  • Identify Overdue Items: Overdue tasks automatically appear at the top of your list. A red bell icon will appear next to them in the Due Date column to flag urgent items.
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Share Tasks with Clients

Assign action items or document upload requests directly to clients. Activate your client's portal or HR portal before sharing.

  1. Select the checkbox next to the specific Task(s) you wish to share.

  2. Click the Bulk Actions drop-down menu.

  3. Select Share to Portal.

  4. Select the Client and confirm their portal address.

  5. Click Submit.
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Once the client completes the shared task in their portal, it will automatically update in your firm's completed tasks view.

We encourage you to visit our Learning Center, to learn more about Tasks and Task Lists in our Case Tracking course. It is designed with you, your firm, and your client’s needs in mind. The DocketWise Learning Center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.

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