Task Management: Comprehensive Task Details

To effectively manage tasks within CaseCentral's Task Management module, you can input various details to ensure comprehensive tracking and management. Below is a detailed guide on each field when adding a task:

Here’s how it handles key aspects

1. Subject

   • Definition: Enter a brief title or description that summarizes the task.
   • Function: Provides a quick overview of the task for easy identification.

2. Matter

   • Definition: Link the task to a specific legal matter or case within the firm's database.
   • Function: Connects the task to the relevant case, ensuring all related tasks are associated with the correct matter.

3. Matter Type

   • Definition: Categorize the task under a predefined legal matter type (e.g., litigation, contracts, intellectual property).
   • Function: Helps in classifying and organizing tasks based on the type of legal work involved.

4. Case

   • Definition: Specify the particular case related to the task if applicable.
   • Function: Provides a specific reference to the case within the broader matter, allowing for detailed task tracking.

5. Status

   • Definition: Indicate the current status of the task (e.g., open, in progress, on hold, completed).
   • Function: Tracks the progress and current state of the task, facilitating workflow management.

6. Priority

   • Definition: Assign a priority level to the task (e.g., low, medium, high) to manage urgency.
   • Function: Helps in prioritizing tasks based on their importance and urgency.

7. Parent Task

   • Definition: If the task is a subtask or part of a larger task, link it to its parent task for hierarchical organization.
   • Function: Establishes a task hierarchy, making it easier to manage complex projects with multiple subtasks.

8. Select Colors for Group and Template

   • Definition: Choose colors to visually categorize tasks or group them based on templates for easy identification.
   • Function: Enhances visual organization and quick identification of task groups or templates.

9. Timeline

   • Expected Start Date: Define the planned start date for the task.

     • Function: Schedules when the task is supposed to commence.

   • Expected End Date: Specify the planned end date for the task.

     • Function: Sets a deadline for task completion.

   • Progress (% Completed): Track the completion progress of the task as a percentage.

     • Function: Monitors task advancement and provides a clear picture of how much work has been done.

   • Begins On (Days): Optionally specify the number of days after task creation that it should begin.

     • Function: Allows for delayed start scheduling based on task creation date.

   • Expected Time (in hours): Estimate the amount of time required to complete the task in hours.

     • Function: Provides an estimate for time management and resource allocation.

   • Duration (Days): Calculate the duration of the task in days based on the expected start and end dates.

     • Function: Helps in planning and tracking the total time span required to complete the task.

Implementation in CaseCentral

Usage: Users input these details when creating or updating task profiles within the CaseCentral platform.

Integration: These fields are integrated into search, reporting, and analysis functionalities to streamline task management.

This structured approach ensures that CaseCentral effectively manages and categorizes tasks, enhancing organizational efficiency and clarity in legal operations. Users have the flexibility to customize and expand these classifications as their firm's practice evolves and new legal challenges arise.