Tip of the Week: Task Management
2 min read

Tip of the Week: Task Management

Share:
2 min read

TimeSolv rolled out a major update over the weekend that introduces Task management to the software and our Tip of the Week tackles this new feature.

TimeSolv’s new Tasks feature serves as a to-do list, helping you manage and assign tasks in your business for greater organization and productivity. To access our new Tasks feature, click on the Tasks link under the Tasks tab. From there, you will be see the tasks that have been assigned to you. If you have the correct permissions you can also see tasks for other staff members. When creating a new task, if you’d like to assign it to another team member, simply choose them in the list your professionals and click New Task and it will automatically assign to them.

Click on the New Task button:

When creating a task, you have a large number of options in how to describe and define the task. The first and most obvious thing is to associate your task to a client and matter. You can then specify a Phase for the Task if you want the task to be a part of a project management plan (see here how to create Phases). You can then choose to include a description, start and due date or duration for the task. You can even set the task to be dependent on another task, if you’d like.

For those having to do electronic billing, you can set the LEDES Task Code, Sub-Task Code and Expense Code for the task. You’ll also have the option to force those codes when the time or expense entries are made. What this means is the user entering the time or expense will not be able to change the task or expense code, they will be greyed out.

If you’d like more help with understanding our how to create tasks or project plans, call us at 1.800.715.1284, email us at support@timesolv.com or Contact support.

Contact support

 

 

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week Manage Active Matters

Tip of the Week: Manage Active Matters

Do you have a growing list of active matters that's starting to feel overwhelming?...
past due invoice rubber stamped as paid on white paper

How to Write a Past Due Invoice Email: Templates & Examples

Every law firm knows the frustration of waiting on overdue payments. You’ve put in the...
A male paralegal standing by the window with a notebook and pen in hand.

The Ultimate Attorney Billing Cheat Sheet

Paralegals typically supplement a lawyer's efforts when preparing for cases, taking on...
Tip of the Week: Managing Non-Billable Matters

Tip of the Week: Scheduled Reporting with Quick Schedule

Need to send out reports automatically and regularly? Look no further than TimeSolv's...
Tip of the Week Simplify Payments with the TimeSolvPay Client Portal

Tip of the Week: Simplify Payments with the TimeSolvPay Client Portal

For firms looking to streamline their billing and payment processes, the TimeSolvPay...
Tip of the Week Mastering Interest Calculations

Tip of the Week: Mastering Interest Calculations

Managing client payments can be a challenge, especially when it comes to handling...
Tip of the Week: Managing Task Codes

Tip of the Week Managing Task Codes

Task codes are a crucial component of TimeSolv, providing a detailed breakdown of the...
A close-up of a finger touching a glowing icon of legal scales

Effective PR for Law Firms: 7 Strategies for Success

Every law firm looks for ways to attract clients, build credibility, and establish a...
Tip of the Week TimeSolv's Seamless Outlook Integration!

Tip of the Week: TimeSolv’s Seamless Outlook Integration!

Juggling between TimeSolv and Outlook can eat into valuable billable hours. But what if...
A male lawyer using a laptop, with AI-related icons overlaid on the image

Tackling Legal Issues with AI: A Guide for Modern Law Firms

Artificial intelligence holds the promise of improving various industries through smart...
Get Started with TimeSolv