On Insight you can create a bespoke task button to appear on your Case Enquiry Menu. This can be useful for tasks you carry out repeatedly or a single task that will then be removed from the menu ribbon once it has been carried out.
To Create a Repeatable Task
This can be used as a very helpful shortcut for a task that is used repeatedly during a matter.
Step 1: Adding the Task
- Go to Case Management > Tasks
- Click on Add Task (Matter)
- This will add a task to the list and open the screen to add the task details.
Step 2: Adding Basic Details
- Enter a Code, Name and Description for the task
- You can also change the number of days in the Due In (Days) field if required
- Tick the Repeatable box
- Tick the Adhoc box
- Tick the Show on Ribbon box
- Enter text in the Display Text box and select an icon for your button from the drop down list
Step 3: Adding Actions
- Click on Actions
- Click and drag the action you want for the task from the selection of Action Types in the right window
- Enter the details of the action you have selected
- Attach a template if required. This will attach the selected template to the task button.
- Click Save at the top left to save the task
You can add more than one action to a task, for example adding a Time Record Box to open or Capturing User Data
Step 4: Using the Task Button
- Once the Task has been saved it will appear on the menu ribbon when you open a matter in your Case Enquiry screen
- When you need to complete this task, click on the icon
- When the Task box opens click on the circle icon to open document production
- Click on the green circle to produce the document and then 'Open' to open the document in Word
The document can also be renamed at this point by clicking on Rename.
- Edit the Word document as required then save and close. The file will be automatically saved in Matter Files
Mark the task as complete
As the Task has been set as repeatable it can be completed as many times as necessary during the matter.
To Create a Single Action Task
This can be useful if you have a task that needs to be completed once only, for example creating the initial File Details or sending a GDPR Letter or email. The example below shows adding an email template.
Step 1: Adding the Task
- Go to Case Management > Tasks
- Click on Add Task (Matter)
This will create a new task in the list.
Step 2: Adding Basic Details
- Enter a Code, Name and Description
- Amend the Due In (Days) amount if required
- Click the Adhoc box
- Click the Show on Ribbon box
- Enter details for Display Text
- Select an icon from the drop down list
Step 3: Adding Actions
- Click on Actions
- Click and drag the action you want for the task from the selection of Action Types in the right window
- Enter the details for the action selected and add template if required
- Click Save at the top left to save the task
You can add more than one action to a task, for example adding a Time Record Box to open or Capturing User Data
Step 4: Using the Task Button
- Once the Task has been saved it will appear on the menu ribbon when you open a matter in your Case Enquiry screen
- When you need to complete this task, click on the icon
- When the Task box opens click on the circle icon to open the email
- Edit the email as required and send. The Insight add-in bar will be available to attach any other matter files you need
The email will be automatically saved to your matter files. Once the task has been completed, the button will be removed from the ribbon.