This article describes the Task List view within the Organiser area of Unity® Practice Management.
Tasks are a part of Organiser, which is accessed via the dashboard on the homepage.
This will take you to your Task list view:
- You can see the title and description of each task, who it has been assigned to, the case it belongs to, and if it is applied to a milestone
- You can assign the tasks to other Fee Earners within this screen
- You can complete your task by clicking the radio button. Any completed tasks will show with a tick
- You can Edit or Delete tasks
- Clicking the New Task button will let you create a new task
- Filter options are available