How to Manage Tasks in Law Ruler Follow
Law Ruler offers powerful task management features to ensure you and your staff never miss a thing! To keep you up to date on all of your tasks at all times, Law Ruler allows users to view and manage their firm's tasks from a few different places in the portal.
Table of Contents
Tasks can be managed from each individual intake/case record directly from the Tasks tab.
Any tasks for the record will be displayed under this tab. You can filter tasks by type, category, and completion status. There’s also a search bar that allows you to search the tasks list using keywords.
To manually create a new task, click on the “+ Add Task” button. In the pop-up that appears, be sure to fill out any fields denoted with a red asterisk * as those are required to add the task. Don’t forget to click on the “Save” button at the bottom of the pop-up to create the task.
Once you’ve finished working on a task, click on the blue checkmark icon that appears to the right of the task to mark it as completed and remove it from your task list. To edit and/or view the full details of a task, click on the green pencil icon that appears to the right of the task. To delete a task, click on the red trash bin icon. You can also revert a completed task to make the task "In Progress" again by clicking on the reverse arrow icon.
⚠️ Please note, if a task is reverted, any subtasks related to that task will not be modified. In addition, if the task that was reverted was the last task in a milestone step, the milestone step will be marked as "In Progress".
If you need to pin a task, so it always appears at the top of your task list, make sure to click the pin icon to the right of the task.
You can also export a list of all tasks for this record by clicking on the “Export” option that appears right below the search bar.
Tasks can also be managed directly from Law Ruler's Agenda page by navigating to Agenda using the blue menu on the left-hand side.
Using the My Tasks pane, you can quickly edit or mark a task as complete using the corresponding icons to the right of the task details.
💡 This pane will only show the tasks specifically assigned to you.
You can also easily identify overdue tasks. All overdue tasks will have a red icon displayed to the right of the task due date.
Law Ruler also offers a global task page, that will allow you to see your tasks across all of the records in your portal. Navigate to Tasks using the blue menu on the left hand side.
On this page, you can mark multiple tasks as completed, by selecting each task using the checkbox on the left-hand side. After all tasks are selected, click on "Mark as Completed" to mark those tasks as completed.
To transfer tasks to another user, select the appropriate tasks using the checkbox on the left-hand side. After all tasks are selected, click on "Transfer Task" to transfer those tasks to another user.
If you need to search of filter through your tasks, you can utilize the search bar and filter drop down located on the right-hand side of the screen.
You may also export a full list of all tasks in your view using the "Export Task Report" button.
Lastly, you can also add a task to any lead/case record in your portal from this page. Click on the "+ Add Task" button to get started.
Next, you must select the lead/case record that this task will be associated with to start editing the task details.
Once you are done editing the task details, click "Save" to save your changes.
How Do I Change the Sort Order of My Tasks?
By default, your task view will display tasks from oldest to newest in all areas of the system. To change this default, navigate to the Tasks page using the blue menu on the left.
Set your new sort order using the up/down arrows to the right of the column header. This new sort order will be autosaved and will be effectuated across your system.
💡 You may also edit the sort order of your tasks inside a specific record, but once you reload your task page, your default sort order will be restored.
Why Can I Only See My Tasks on The Task Page?
The ability to see the tasks of all users is granted to Administrative users only, by default. If a non-administrative user needs to see the tasks of all users, they need to be granted the proper permission.
Navigate to Setup -> Manage Users and Groups.
Click on the edit icon to the left of the user account you want to enable this permission for.
Enable the setting for "View All Tasks" and click "Update" to save your changes.
💡 This setting is only needed for non-administrative users. Administrative users will always be able to see the tasks for all users.
To learn more about how to manage your users, click here.
How Do I Restrict My Users to Only Assign Tasks to Themselves?
If you want to restrict users from being able to assign tasks to others and only give them the ability to assign tasks to themselves, you can modify their user permissions.
By default, all users are given the permission to assign tasks to any users. To disable this permission, navigate to Setup -> Manage Users and Groups.
Click on the edit icon to the left of the user account you want to disable this permission for.
Disable the setting for "Assign Tasks" and click "Update" to save your changes.
If you need further assistance, then please contact Law Ruler Support to assist you further.
🤗 Thank you very much for choosing Law Ruler!