Adding a Task
Adding a task in MLC is a straightforward process.
1.
Open your task manager.
Click on the TASKS icon on the left.
Click on the Add icon on the top toolbar.
Alternatively, you can hover over the "+" icon in the lower right, then click on "Add Tast".
2.
Subject
Type the title of the task.
3.
Start Date
You can click on these fields to see a drop-down calendar to select your date, or you can type it in manually.
4.
Related
You can select whether the task pertains to a particular client, contact, or matter.
A text field will appear for you to enter the name of the client or contact. Click on the edit icon on the right of the field to choose.
Start type the name here. MLC will display possible matches you can select from.
If you select "Matter", a drop-down selection will also appear
5.
Description
Type in a description of the task.
6.
Done!
Article ID: 27, Created: January 25, 2024 at 8:34 PM, Modified: January 25, 2024 at 8:34 PM