HOW-TO GUIDE
Use the task board
Organize work by project and status.
Some labels and available options may vary by interface language and account permissions. Select any screenshot to enlarge it.
In this guide
1. Open Task Management2. Search and filter tasks3. Open a task or add a list1
Open Task Management
Under “Legal Project Management,” open “Task Management.” Select a project tab or “All” to change the scope.
2
Search and filter tasks
Use task search and filters to find work. Tasks appear in status columns, whose names can be customized in your organization.
3
Open a task or add a list
Open a task card to review its details. The board also exposes “Add new list,” “Add project,” and “Task scheduling” controls.
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