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.
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 |
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. |
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.
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
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.