On a Matter, on to the left there is a side menu with a list of options from General Info to Settings.
1. In the menu there is Tasks tab. Click to open it.
2. On the right there is an Actions Button. Click it and choose the Add New Task. A Form opens where you fill in the required information about the task and then click Save. This successfully adds a task to a matter and it will appear on the list.
- To track the task progress, click on the Task Id to open the task. On that page you can see the progress from the comments, the workflow status, or even the documents uploaded. You will also see the people involved in the task and the dates for the tasks