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Tasks Overview [w/ VIDEO]
Tasks Overview [w/ VIDEO]

MyCase's task & to-do features make it easy to create, delegate, and manage both your personal and firm agendas.

Updated over 3 months ago

MyCase's task & to-do features make it easy to create, delegate, and manage both your personal and firm agendas.

Tasks can be given due dates, descriptions, and priorities and can be assigned to other firm users and clients to complete. Tasks can also be linked to a particular case or matter, keeping you organized and on top of deadlines, filing dates, etc.

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Bulk Task Actions

Bulk task actions are found on the main Tasks tab as well as the Case Details Tasks section in order to help manage your to-do list more efficiently. This feature operates similar to other bulk options in MyCase, like our options for Invoicing and Document actions.
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The options for bulk task actions include 'Mark All as Read,' 'Mark as Complete' and 'Change Due Date' (see below). This feature will be useful if, for example, a judge grants a continuation which requires all of the case-related tasks for that trial to be pushed out by some time period. Or there may be tasks that show up as due this week, but work from a different case suddenly takes priority due to a new development, and the other case's tasks can still be done sometime in the future.
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