Smokeball Tasks allow you to generate lists of to-do's to insure you never miss an important step. Tasks can be assigned to specific staff members and given due dates, creating firm wide accountability. If you have a series of tasks that repeat over and over every time you open a matter or work on a specific type of matter, see Workflows for how you can make tasks even more powerful for your practice.
How to Add a Task
- Within a matter, click Task located on the Action Bar (located on the top left of the matter)
- Fill out:
- Tasks have optional additional options
- Click Save.
Once you’ve created a task, it can be viewed from the Smokeball Task Area, Daily Digest, and within the Matter.
Did you know…
- Matter specific tasks can be viewed in an individual matter's Task tab
- Tasks can also be assigned to a matter other places in Smokeball. See Smokeball Home Screen, Daily Digest, Firm Wide Task Area for more details.
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