This article shows how to create a Matter task within Insight
Tasks are the steps that you can complete to take you through the journey of a Matter.
They can be set up to be be completed in order if required and can be repeatable.
Completing tasks can open the next phase of work and ensure that only the relevant tasks appear and all completed task can be monitored.
There are a number of different types of Task Actions available. a guide to these can be found here: Workflow Task Actions
Examples of Tasks:
- Creating a Letter
- Entering Details of Other Party
- Gathering Financial Details
- Sending an Email
- Accessing a website to submit a form
- Making a Posting Request to accounts
Creating a Task
- Go to Case Management
- Select Tasks
- Select Add Task (Matter)
Task Details
- Enter a Code, Name and Description
- Enter the Due In (Days) figure (This will default to 28 days)
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Select if the task is to be Repeatable or Adhoc
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- Repeatable will allow the task to be completed more than once within the workflow.
- Adhoc' allows a task to be created which is separate from the main workflow and will enable the task to be selected from the Add Task drop down menu in Case Enquiry.
- Block New Use will remove the task from appearing in any future workflows. Any matters with existing workflows will have the task available.
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Select Task Actions
- Drag and Drop the Action for the task into the actions section
More than one action can be attached to a task
Step 4 - Escalations
Tasks can be escalated to different users within the team
- Amend original assignment if required (all tasks are defaulted to be assigned to the Fee Earner Responsible)
- Drag and drop selection from toolbox
- Amend the escalation days if required
- Further levels of Escalation can be added by dragging the level required to the space under the current level
- Assign responsibility and amend the escalation days as in previous steps
Adding a Phase
- Select the Phase where the task is to appear by drag and drop from the Toolbox into the Phases section
Multiple phases can be attached to a task so it can appear in different matter types and workflows.
Adding a Trigger
- Basic Triggers can be applied to tasks for them to appear when phase become inactive, active or complete
- Select the state that the task is to be triggered by clicking on the word
- Click Save
The Task will now appear in the Task List and in the Task tab in Case Enquiry for the selected Matter Types.
Workflows may need to be restarted if you wish the task to appear in cases that have already been opened.