Infino Legal allows you to create tasks for cases from various places in the system. The first method allows you to create a task from the Tasks tab in the main menu, and the second method is from the Tasks tab within a specific case. The easiest way to create a task is by clicking the “+” icon in the top right corner of the screen.
Creating a Task within a Proceeding
When creating a task within a case, you don’t need to specify which case the task belongs to as this information is automatically retrieved.
To create a task within a proceeding:
- From the left menu, select Proceeding -> Proceeding list.
- Then search for or select a specific case from the list.
- Go to the Tasks tab.
- Click “Create Task” -> “New Task”.
- Enter the title and optionally provide a description for the task.
- Check the options if the task has high priority or if you want to monitor its progress.
- Specify the person responsible for completing the task.
- Select the category to which the task should be related (Proceeding, Correspondence, Component of insolvency estate, Claims, Account receivables).
- Specify the task status.
- Fill in the user fields or create custom fields by clicking “Add or modify available fields”.
- Set the task deadline. You can also set a reminder.
- Finally, click “Save”.
Creating a Task from the Main Menu
- Navigate to the Tasks tab from the main menu and select “Create New Task”.
- Enter the title and optionally provide a description for the task.
- Check the options if the task has high priority or if you want to monitor its progress.
- Specify the person responsible for completing the task.
- Select the category to which the task should be related (Proceeding, Correspondence, Component of insolvency estate, Claims, Account receivables).
- Specify the task status.
- Fill in the user fields or create custom fields by clicking “Add or Modify Available Fields”.
- Set the task deadline. You can also set a reminder.
- Finally, click “Save”.
