Tasks & Calendar
Tasks and the calendar work together — both show you what needs doing and when.
Tasks
Tasks — global task list across the firm, with filters for assignee, status, due date and matter.
Task scope
- Matter tasks — created inside a specific matter (under its Tasks tab)
- Global tasks — not tied to a specific matter
Both appear in the global Tasks view.
Task fields
- Title and description
- Due date
- Assignees (one or more)
- Status:
PENDING,IN_PROGRESS,COMPLETED,CANCELLED - Comments — discussion thread on the task
Bulk actions
From the task list you can update status or reassign multiple tasks at once.
Comments
Every task has a comment thread. Use it to discuss the work without cluttering the matter's main activity log.
Calendar
Calendar — a full calendar view showing:
- Important dates from matters (hearings, deadlines)
- Tasks with due dates
- Reminders
- Meetings
- Public holidays (from HR)
Click any event to see details. You can create new calendar events directly from the calendar.
Reminders
Reminders are separate from tasks — they're time-based pings. Created manually or automatically by the system (e.g. for approaching statute dates). Dismiss them when handled.
Notifications
Notifications shows everything that's happened involving you: tasks assigned, invoices approved or rejected, leave approved, mentions. Mark individual items as read, or mark all read in one click.