Task Management

The Task Management module is a comprehensive system designed to organize and oversee all aspects of task handling within your organization. By centralizing task details and timelines, it facilitates seamless coordination, enhances team productivity, and optimizes workflow efficiency.

Detailed View of Task Management Features

1. Add Task:

   • Subject: Enter a descriptive title or subject for each task to clearly define its purpose and scope.
   • Matter & Case: Link tasks to specific matters and cases within the system for contextual relevance and easy reference.
   • Status & Priority: Assign status labels (e.g., open, in progress, completed) and priority levels (e.g., high, medium, low) to tasks for effective task management and prioritization.

   • Timeline & Progress:

     • Set expected start and end dates to establish timelines for task completion.
     • Track progress with percentage indicators to monitor task completion status in real-time.
     • Measure expected time in hours and duration in days to estimate task workload and scheduling.

     

2. Reports:

   • Task Status Report:

     • Obtain an overview of task statuses across all matters and cases to identify bottlenecks and track progress.
     • Monitor task completion rates and identify areas for process improvement or resource allocation adjustments.

   • Filter by Various Criteria: Customize and filter the Gantt Chart based on:

     • Status: Filter tasks based on their status (e.g., open, pending, completed).
     • ID: Sort or filter tasks using their unique identifiers.
     • Subject: View tasks based on their descriptive titles.
     • Matter: Filter tasks by specific matters they are linked to.
     • Matter Type: Categorize tasks by the type of matter (e.g., legal, administrative, etc.).
     • Case: Associate tasks with particular cases for focused project tracking.
     • Type: Classify tasks by their type to streamline task management and visualization.

     

3. Gantt Task:

   • Visualize task timelines and dependencies using interactive Gantt charts.
   • Identify critical paths and manage task dependencies to optimize project planning and execution.

4. Dashboard:

   • The Dashboard provides a summary view of the task statuses within the system, allowing users to quickly gauge the overall health of their projects and workload. The key metrics displayed include:

     • Number of Tasks: Total number of tasks currently in the system.
     • Completed Tasks: Number of tasks that have been finished.
     • Overdue Tasks: Number of tasks that have passed their due dates.
     • Pending Tasks: Number of tasks that are yet to be completed.

5. Calendar:

   • Manage tasks within a calendar interface with daily, weekly, and monthly views.
   • Sync task deadlines and schedules with external calendars for enhanced planning and coordination.

   

6. Tree View:

   • Organize tasks hierarchically with parent-child relationships for clear project structuring.
   • Expand or collapse task sections to focus on specific project phases or task categories.

   

7. Kanban:

Kanban is a visual workflow management method that helps teams visualize tasks, limit work-in-progress, and enhance productivity.

* **Columns Based on:** Define columns based on specific fields.
* **Kanban Board Name:** Specify the name of the Kanban board.
* **Project:** Associate the Kanban board with a particular project for organized task management.

![kanban](/files/kanban.jpg)

Visual Overview

By utilizing the Task Management module in CaseCentral, your organization can streamline task handling, enhance team productivity, and optimize workflow efficiency. This comprehensive system centralizes task details and timelines, ensuring seamless coordination and providing valuable insights through detailed reporting.