Creating a new task

Click on the white '+' circle and select 'Task' from the drop-down menu:

You will be presented with the 'Task' tab of the new entry screen:

Populate task information:

• Subject: Provide the name/subject of the task.
  • Previously used names are remembered for easy access.
• Color: Select the color you wish to associate with your task
• Due date: Specify the date on which the task is due
• Time: Specify the time at which the task is due
• Repeat: Set the recurrence interval you wish to attribute to your task.  To create a recurring task, set your Repeat frequency (Never, Daily, Weekly, Monthly, Every year, Custom):

Clicking "Custom' will allow you to set custom recurrence patterns:

• Duration: When you establish a repeating task, you may also specify the duration for which you wish to have the task repeat:

• Priority: Assign a priority to your task. 
  • On the main calendar page, users can filter entries by priority level

More options

To assign your task to team member or contact, associate the task with a contact or matter, add people to the watchlist, block time on your calendar or add a description or location, click the 'More options' link:

On the ensuing screen, add the additional information you wish to associate with your task:

• Contact: Select the contact this task pertains to
• Matter: Select the matter this task pertains to
• Ad an assignee: Assign the task to single or multiple team members or contacts
• Add to watchlist: Add team members or contacts to the task's watchlist so they can track with progress.
• Block time on calendar: Reserve time on your calendar to work on your task.
  • NOTE: This function is currently not available for repeating tasks
• Description: Enter a description for your task
• Location: If your task takes place at a specific location, enter it here

When you have finished populating your task information and any related assignments, click 'Save & continue' to save your task and send notification to your team members or contacts.