Streamlined Task Workflow

We're making getting tasks done much easier thanks to your feature requests.

Now, when you have a task due soon:

  • Clicking on the Task Reminder banner takes you to the PRF where the task is assigned so you can get all of the information, files, etc. to complete your task.
  • You can Accept and Complete tasks from within the PRF where all of the information is!
    No more navigating back to your main task list.
  • Firm Admins can choose to skip the "Accept" step in specific tasks, so task recipients can get a task and just mark it Completed when finished. (In Settings / Firm / Jobs/Tasks)

Video Demonstration: