How to Use Tasks in Law Ruler Follow
Law Ruler allows users to view and manage their tasks from a few different places in the portal.
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 the parent 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.
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.