This article shows the Task actions available within Insight.
There is a wide variety of Main Task Actions listed below
Attach File
This task prompts the User to attach a file of any type to the task.
- When the task is completed the file will be saved to Matter Files in Case Enquiry.
- The File can be saved to the main Matter Folder or to a Sub Folder. It can also be converted to a PDF
Capture User Data
This task allows the User to complete any User Defined Fields that have already been created on the system
- Available fields will be shown in a list and can be selected by using drag and drop into the Fields section of the task action
- Selecting Required will mean the task cannot be completed until the information is entered.
Copy File
This task will automatically create and save a copy of selected document to the Matter Files Folder in Case Enquiry
- The original document will be held in the 'Source' folder in the Insight document file share
- The File to be copied can be a different format, ie, Excel spreadsheet or a PDF.
- There is also an option to set this task to 'Auto Complete'
Create Folder
This task will create sub folders in the Matter Files section of the Case Enquiry screen.
- This allows users to set up a specific sub folders structure that will be consistent for each type of matter
- This task can also be set to auto complete
- A folder path can be created using '\' between the folder names
- Multiple folders can be created using a singular task
Create Reminder
This task will allow a user to create a reminder for work to be done
The following options can be set as defaults on the reminder task, but each can be amended when creating the individual Reminder:
- Days, Hours & Minutes can be set so that the task will automatically calculate the correct due date
- Reminder Title
- Reminder Content
**Reminders can be set for other users in the system when they are created on the Case Enquiry screen. Reminders are available to view on the User's Home screen**
Link Contact
This task allows the User to link a new or existing Contact to the Matter
- When adding a new Contact the details can be inputted on the task
- A Contact Type and Relationship can be set as a default
- Communication and Address details can also be selected and marked as required
When adding an existing Contact the search function can be used when completing the task in the Case Enquiry screen.
Posting Request
This task incorporates the posting request function available on the Case Enquiry screen as part of a workflow.
A Posting Request action is available for:
- C2 Client Cheque
- C4 Client Disbursement
- O4 Office Disbursement
- The fields can be pre-populated. The Request Type, Credit/Debit and Disbursement Type fields are required fields.
- The others are optional and can be amended when completing the task in Case Enquiry
The VAT Rate and amount can also be pre-populated
The Request Type cannot be amended when completing the task in Case Enquiry
Produce Document
This task will generate a word document using a selected template from the Insight database.
All available templates will be shown and the required template can be selected by dragging and dropping into the Template field.
Multiple templates can be produced in a singular task by adding the Produce Document action to the task multiple times
Record Time
This task generates a time recording action in which certain parameters can be prepopulated
The Record Time options that can be set are as follows:
- A description can be populated
- A number of Units can be set
- The Entry can be assigned for a particular Fee Earner or User
- The action can be set as either, starting a time recorder, added to the timesheet or committed directly to the matter
- The Charge Rate can be set to override any charge rate that has been set as a default on the matter
- The Activity can be populated
Send Email
This task creates an email from Insight and launches it in Outlook
The Email options that can be set as default are as follows:
- The receiver can be selected whether a Client or a Contact
- The Matter Reference can be selected to appear before or after the Subject Line text
- The Subject Line can be populated
- A Save As name can be populated
If there is no Save As name the email will save as Subject as Sent
- An option to add an Attachment can be selected with a prompt for the User
- The attachment can be marked as required and can also be converted to a PDF
Send Email Template
This task will create specific emails from the Email Templates set up in Insight.
- Select the Email template from the drop down list
Visit URL
This task will allow the User to access a particular website directly from Insight
- Enter the Name and any Notes
- Paste the URL address into the URL field
- This task can also be set to Complete on Launch
Task Actions for Integrations
Produce Form
This task can be used with Insight databases that have installed the FormEvo integration
- It will produce the selected Form as part of the workflow
- The required Form can be selected from the available templates and added to the task by dragging and dropping into the Template field
- An account needs to be set up with FormEvo in order for the database to have access to the Form Templates.
| More information about integrating with FormEvo is available in our guide FormEvo - Legal Forms. |
Produce Stamp Duty Land Tax (SDLT) Form
This task will create the SDLT Form and interact with the firms SDLT online account.
- Enter a Name and Notes
- Drag and Drop the default SDLT Template into the Template field
More information about integrating with SDLT is available in our guide SDLT
Run Calculation
This task will calculate the amount of Stamp Duty liable based on the data completed in the required User Defined Fields.
- The UDF fields must be mapped to the relevant parameters
- A UDF can be mapped to more than one parameter