Tasks Overview in CARET Legal

What Are Tasks?Tasks are notes of things to do.
When entering tasks, you can enter a subject and description. You can tag the task, assign it to others, and set reminders or recurrences.
CARET Legal includes templates for tasks to guide you in creating them.
In a hurry? Quick tasks are a special type of task that can be used for simple, daily tasks. Quick tasks only require a task subject. By default, they are due the same day at 5:00 PM in the user's time zone. If the quick task is created after 5:00 PM, the due date is still the same day, but the due time shifts to 11:59 PM. The user creating the task is automatically both the Assignor and Assignee.
Unlike Email and Calendar, Tasks do not sync to Office 365, Google Workspace, or any other platform. Additionally, Tasks will not appear on the calendar as they are a separate record type.
 
Viewing TasksTasks are displayed in different areas in CARET Legal.
Click Tasks on the Navigation Bar to open the Tasks module.
From the Tasks widget on the Dashboard.
From a matter's Tasks tab. Note: that only tasks that have been associated with the matter are listed here.
 
From task lists, you can select different filters at the top (For Me, Today, Phone Calls, etc.). If you select the All filter from the Dashboard's Tasks widget or the Tasks module, all tasks are listed. If you select the All filter from a matter's Tasks tab, all tasks associated with the current matter are listed.
Adding TasksFrom a task list, click + on the bar.
 
Note that you can also click Add New Entry (+) on the main toolbar and click New Task.
The New Task modal opens. Complete the information on each tab as needed for the task and click one of the save buttons.
Let's review the settings on each of the tabs in the New Task modal.
On the Main tab, do the following:
Enter a TASK SUBJECT.
Enter a DESCRIPTION.
Click PRIORITY if the task is important and you want it highlighted and listed at the top of the task list.
Click PHONE CALL if the task involves a phone call.
Click PRIVATE so that only you can see the task.
Click a color badge to color-code the task.
Add a keyword in TAGS for the task.
Under ASSIGNED TO, you are chosen as an assignee by default. Click in the box to list other CARET Legal users and click a user to assign them to the task. Multiple users can be selected.
Change DUE DATE as needed.
Select MATTER/LEAD as needed. If you started the task from a matter, the matter is selected automatically.
Select a STATUS for the task.
For a reminder, click Add a reminder. Reminder settings appear. Set the criteria for the reminder as needed.
On the Attach CARET Legal Doc tab, do the following:
If you want to attach a document to a task, use the Attach CARET Legal Doc tab. Note that only documents associated with a matter and stored in CARET Legal can be attached to a task.
On the Attach CARET Legal Doc tab, click Attach CARET Legal Docs
 
The Attach CARET Legal Docs modal opens. Do the following:
Select a MATTER.
If the document is in a folder, select the FOLDER.
Check the documents to add.
Click Attach.

The attached document is now listed within the task.
On the Recurring Tab, do the following:
If you want the task to occur again repeatedly, use the Recurring tab.
Checking RECURRENCE displays recurrence options where you can define the schedule.
Sub-tasks/Task Templates Tab
If you want to add sub-tasks to the task, use the Sub-tasks/Task Templates tab.
Do one of the following:
To use sub-tasks provided through a task template, set TEMPLATES to the task template to use. All tasks in the template are listed. If you want to keep the task as a sub-task, do nothing. To remove a sub-task, click the Remove button. (We will cover task templates more later in this course.)
To create a sub-task from scratch, click Add Subtasks. A blank line appears. Enter the sub-task description. Continue clicking Add Subtasks to add more sub-tasks as needed.
Don't forget to click one of the save buttons to save your task!
 