Tasks
Task management is important to any firm. In Onedocx, you can keep track of individual tasks or a sequential list of related tasks - all connected back to your Matters.In this chapter, you will learn how to add and assign tasks to yourself, other members of your firm, and even clients. You will learn how to keep track of tasks and mark them as complete when they're done. For a quick start to working with tasks, we suggest starting with the "Tasks" video on the next page
Following Details will help you in adding, editing and deleting a Task in OneDocx.Add Tasks: Click Tasks on the left panel of OneDocx, you will be presente...
Thu, 22 Oct, 2020 at 8:00 AM
Filtering Tasks Add filters to your Task List and you will be able to search your desired Task easily Navigate to Task module present on the left panel o...
Thu, 22 Oct, 2020 at 10:45 AM
Marking a Task as Complete In OneDocx you can change status of Task from Incomplete to complete and vice verse with just one click. Navigate to Task modu...
Tue, 18 Jun, 2019 at 1:22 PM
Following Details will help you in adding Task List in OneDocx Task Lists With Task Lists, you can create groups of templates for the tasks that you wor...
Thu, 22 Oct, 2020 at 10:50 AM
Video Tutorial - How to Add Task Video Tutorial - How to Create Task List Template
Tue, 7 Sep, 2021 at 9:05 AM