From the dashboard, tasks page, or quick add menu, click New Task to display the Add Task window (pictured below). You will be able to specify the details of the task and have the option to assign the task to other attorneys, paralegals, and staff.
Case Link - If the task you are adding is related to a particular case/matter, specify the case/matter name here. If it is a more general task that is not associated with a case/matter, check the box for "This task is not linked to a case".
Task Name - Name the task. This is how it will appear in various view throughout MyCase.
Due Date - Specify the due date for the task. If a task is not marked complete by the chosen date it will be marked as overdue. If a due date is not given to the task, the system will mark it with No Due Date.
Checklist Items - Add optional checklist items to break up your task into smaller installments.
Priority - Tasks can be given a priority of Low, Medium, or High. Unless a priority is assigned, the task priority will be marked as No Priority.
Description - Enter a detailed description that provides more information about the task. This is useful for thoroughly describing the nature of the task to other firm users you assign the task to.
Reminders - You can add both email or pop up reminders for your tasks. Reminders are set for midnight the day the reminder is requested. Ex: If you would like the reminder to be set the day the task is due, set it to 0 days. Reminders are only set for yourself. Learn more about default reminders here.
Assign Task To - Choose the attorneys, paralegals, or staff members you would like to assign this task to. By default, only your name will be selected (which would create a task only you were responsible for). The list of available firm users you can assign the task to depends on whether you linked the task to a case, or chose "this task is not linked to a case". The different options are described below:
When Task is Linked to a Case: The "assign task to" column will populate with only the firm users that have been linked to that particular case. Therefore, if everyone at your firm hasn't been linked to the case, you will not see everyones' name in the list.
When Task is Not Linked to a Case: The "assign task to" column will populate with every firm user at your law firm.
Create Time Entries through Tasks
A time entry can be added within previously created tasks. To add a time entry to a task, click the name of the task from your Tasks tab to open the task information page.
You will be presented with the option to add a time entry using the 'clock' icon.
Once the clock icon is clicked, a time entry window will open and will have the case, date, and description pre-filled based on the task information. Any fields that are empty can be filled in for the time entry.
Click ‘Save’. When the time entry is saved on the task, it will be saved to the case file where it can be viewed, edited, removed, or placed on an invoice. You can also view the time entry from your recent activity feed.
If you are creating a task that you would like to assign to someone else, yet not be responsible for completing yourself, make sure to uncheck your name in the "assign task to" column. That way, the task will not appear on your personal task list. Learn more about: Viewing tasks I've assigned to other people at my firm.
Notifications of Delegated Tasks
When you create a task and assign it someone, that person will be notified that a new task has been added to their MyCase account (unless that person has disabled their task notifications).