Task and Workflow Management
Manage firm tasks, delegate work, and track progress in HAQQ - structured by matter, team member, and deadline.
Kanban Board
Task Logged1
In Progress2
Review1
Complete2
Kanban Board for Legal Work
NavigateTasks (from left sidebar)
Tasks are displayed as a Kanban board with columns representing workflow stages. Cards move from left to right as work progresses - drag a card from one column to another to update its stage.
- Two levels of the same list: everything across the firm here, or only that engagement's work from inside a matter.
- Saved views by practice area, so a litigator and a corporate associate open the same module and see different work.
- My Tasks narrows the grid to what is assigned to you. Everything else filters by assignee, stage, matter, or any field.
- A task can link to a matter, a contact, a lead, or a hearing. Tasks created from inside a matter link themselves; ones created here have to be linked by hand.
- Stage drives the work from logged to complete, and the billable flag decides whether the time spent on it ever reaches an invoice.
Default Task Types
| Task Type |
|---|
| Litigation & Dispute Support |
| Contract Drafting & Review |
| Legal Research & Memoranda |
| Due Diligence & Data Rooms |
| Regulatory Filings & Compliance |
| Corporate Governance & Resolutions |
| Employment & HR Legal Support |
| Client Advisory |
| IP & Confidentiality Management |
| Court Submissions & Hearing Prep |
Creating a Task
Task Fields
| Field | Description |
|---|---|
| Title | Select type from dropdown (determines which form fields appear). |
| Task Owner | Supervising partner responsible for oversight. |
| Assigned To | Associate or paralegal doing the work. |
| Stage | Task Logged → In Progress → Review → Complete |
| Location | Physical location if relevant. |
| Notes | Detailed instructions and context. |
| Budget | Budget amount with currency. |
| Link To | Matter, contact, hearing, or other entity. |
| Reminder | Date/time for automated reminder. |
Task Delegation
"Research enforceability of liquidated damages under Omani law"
Scenario
Partner delegates a research assignment
A partner needs a junior associate to research enforceability of liquidated damages under Omani law.
Steps
Tasks > + Add Task > Type: Legal Research > Title: "Research enforceability of liquidated damages under Omani law" > Task Owner: Partner > Assigned To: Junior Associate > Link To: the relevant matter > Note: "Client needs this by Thursday. Focus on court precedent from 2020 onwards. Draft a 3-page memo." > Reminder: Wednesday at 9 AM.
Result: The associate sees it on their Kanban board with deadline, instructions, and matter link. The partner can track progress by stage.
Quick Add Menu
Tasks Within Matters
Two views: the Global Tasks page shows all tasks across all matters, and the Matter-level Tasks tab shows only tasks for that specific engagement.
Tip
Tasks created from within a matter's Tasks tab are automatically linked - this is the recommended workflow. Tasks created from the standalone module or Quick Add need to be manually linked via the "Link To" field.
Filtering Your Workload
Use the "My Tasks" toggle to see only tasks assigned to you. Filter by Assigned To, matter, stage, priority, or any field. Custom sort by any column. The Dashboard Tasks widget already shows your personal assignments at a glance.
Summary
Kanban-style task management built for legal workflows - with task types, owner/assignee separation, matter linking, and stage tracking from logged to complete.