How do I create a new task?

You can create tasks from the Tasks page, either linked to a client or as a standalone general task.

1. Open the Tasks page from the sidebar.
2. Click the Add Task button to open the task drawer.
3. Select a client from the dropdown, or leave it as General Task for tasks not tied to a specific client.
4. Enter a description of what needs to be done.
5. Set a due date, estimated time, and priority (Low, Medium, or High). New tasks always start as Not Started; you can move them to In Progress or Waiting later from the task drawer.
6. Click Add Task to save.

Tip: If you select a client, click the Not linked chip to link the task to one of their upcoming court dates or court events.