CasevoyaTopicsContact usTasks shows client tasks and internal tasks across every matter in one place. Here is a quick tour.
Tasks lists internal and client work across every matter, so you can find what's due and act on it.
Go to Work › Tasks. The header shows the open and escalated counts.
Choose Internal, Client tasks or Deadlines.
Type in the Search tasks box. Then select a chip: All, Mine, Overdue, Blocked, Watching or High priority.
Select New task to create one, or Escalate overdue to escalate late work.
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
The breadcrumb reads Work, then Tasks, with counts showing 0 open and 0 escalated.
Three tabs sit below: Internal, which is selected, then Client tasks and Deadlines.
The description notes that every queue filters by owner, office, program, priority and date.
To find a task, type a short query in the Search tasks box.
Then narrow the list with chips: All, Mine, Overdue, Blocked, Watching and High priority. Office, program and date filters are not among these chips.
Right now the list shows No open tasks. Once tasks exist, each appears with its owner and due date.
Reassigning a task keeps its history and notifies the new owner, and completing one cancels its pending reminders.
The Escalate overdue and New task buttons sit at the top right.
So: check the counts, switch tabs, search tasks, filter with chips, and use New task. Next: Deadlines.
Overview. Tasks shows client tasks and internal tasks across every matter in one place. Here is a quick tour.
Header counts. The breadcrumb reads Work, then Tasks, with counts showing 0 open and 0 escalated.
Three tabs. Three tabs sit below: Internal, which is selected, then Client tasks and Deadlines.
Description. The description notes that every queue filters by owner, office, program, priority and date.
Search. To find a task, type a short query in the Search tasks box.
Filter chips. Then narrow the list with chips: All, Mine, Overdue, Blocked, Watching and High priority. Office, program and date filters are not among these chips.
Empty state. Right now the list shows No open tasks. Once tasks exist, each appears with its owner and due date.
Good to know. Reassigning a task keeps its history and notifies the new owner, and completing one cancels its pending reminders.
Buttons. The Escalate overdue and New task buttons sit at the top right.
Recap. So: check the counts, switch tabs, search tasks, filter with chips, and use New task. Next: Deadlines.
Did this answer your question?
Search covers every video transcript, so you can jump straight to the second it’s said. Esc to close.
