Task List for Staff Member

To Do's

Task Management in the PIP is accomplished using a combination of To Do’s and Assignments.  “Assignments” are Tasks that CAN BE related to other Calendar Events (ex., a meeting with a client to prepare them for an upcoming deposition), and “To Do’s” are Tasks which are Unrelated to any other Calendar Events.  Using these features together, staff members have the tools they need to consistently followup, perform Tasks, and document the work they have completed.

image1

Assignments

Assignments are used to create Lists of Tasks for Attorneys and Staff Members. An Assignment can have a single unrelated Task (To Do), or require many Tasks to complete. All Assignments and To Do's are integrated with the Calendar Module, and display in the Day, Week, Month, and List Views. Task Lists containing Assignments and To Do's can be filtered by Staff Member, and printed as a report.