Tasks & To-dos

Permission required: task.read

CaseBright tracks work in two places:

	What it is	Where it comes from
Tasks	Steps of a case workflow that are assigned to a person or a department	Created from the case's workflow, or added to the case by hand. See Cases and Workflows.
To-dos	Freestanding work items, optionally linked to a case	Created by anyone with the right permission, from the To-dos page or the calendar.

Both pages are staff-only. In the left sidebar, Tasks sits in the Practice group and To-dos sits in the top group, next to the dashboard. The number shown next to each menu item is the count of open items; hover over it to see how many of them are overdue.

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1. Tasks

The Tasks page lists case steps across all the cases you can see, so you do not have to open each case to find your next piece of work.

Choosing whose tasks you see

The switch at the top right of the page controls the scope:

Option	Shows
My tasks (default)	Steps assigned to you
Team tasks	Steps assigned to anyone; use the Assigned to filter to look at one colleague or department
Unassigned	Steps that nobody has been assigned to yet

Status tabs

Tab	Shows steps with status
Open (default)	Not started, In progress, Pending
Completed	Done
All	Every status, including Cancelled

Searching and filtering

• Type in Search steps... to find a step by name.
• Root tasks only hides sub-steps and shows only top-level steps.
• Include no due date also lists steps that have no due date.
• Click Show filters to open the full filter panel:

Filter	Options
Step status	Not started, In progress, Pending, Done, Cancelled
Case status	The status of the case the step belongs to
Case priority	Low, Normal, High, Urgent
Assigned to	A team member or a department
Assigned by	The person who made the assignment
Case type	The workflow the case was created from
Client	The client the case belongs to
Case due date	A date range
Step due date	A date range

The same panel lets you choose the sort order (for example Step due date, Case title, Case priority, Assigned date or Completed date). The badge on Show filters counts the active filters, and Clear filters removes them all.

Cards on the Dashboard, such as tasks due today or overdue, open this page with the matching filter already applied.

Working on a task

Click a task row to expand it in place. From there you can read its details and notes, open its comments, change who it is assigned to (Assign people), change its due date (Edit due date) and change its status.

When you change the status:

• Pending asks Why is this step pending?. Enter a reason (for example, waiting for the client) and click Mark as pending. The reason is saved in the step notes.
• Done asks How long did it take to complete this?. Pick a preset or enter hours and minutes, then click Complete. If the step has sub-steps, you can also tick Close child tasks as well to mark them all done.

The recorded time feeds the Time Logs report.

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2. To-dos

To-dos are work items that do not belong to a workflow. Use them for things like "Call the client back" or "Check for an RFE response". A to-do can stand alone or be linked to a case; to-dos linked to a case also show on that case's Tasks tab.

What you see

Administrators see every to-do in the organization. Everyone else sees the to-dos they are involved in: assigned to them or their department, assigned by them, or created by them.

The list has three tabs: Pending to-dos (To do and In progress), Completed and All to-dos. Its columns are To-do, Due date, Assigned to, Assigned by and Linked case. Recurring to-dos carry a Recurring label.

Use Search to-dos... and press Enter to search by text. Click Filters to filter by Status, Type, Priority, Assigned by, Due date and Assigned date, and to change the sort order. Administrators can also filter by Assigned to (a person or a department).

Creating a to-do

Permission required: task.create

1. On the To-dos page, click Create to-do. (You can also hover over a day on the Calendar and click Add to-do.)

2. Enter a Title and, optionally, a Description.

3. Choose a Priority (Low, Normal, High, Urgent) and a Type.

   Type
   Document work, Client communication, Court work, Legal research, Administrative, Meeting, Review, Filing, Other

4. Set a Due date if there is one.

5. Optionally choose a Linked case. When a case is linked, you can tick Assign to case client to give the to-do to that case's client as well.

6. Optionally set up a Recurring to-do (see below).

7. Under Assignments, search for team members and departments and add them. You can add Assignment notes that apply to everyone you assign.

8. Click Create to-do.

Recurring to-dos

A recurring to-do resets itself automatically each time its next recurrence date is reached, so the same item comes back without being created again.

Setting	Options
Frequency	Daily, Weekly, Monthly, Yearly
Interval	Every N days, weeks, months or years
Days of week	For weekly schedules
Monthly rule	Specific day (with Day of month) or End of month
Short month behavior	Clamp to last day or Skip month, for days that do not exist in every month
End date (optional)	When the repetition stops
Time zone (optional)	Defaults to the organization's time zone

Opening and updating a to-do

Click a to-do row (or Open in its row menu) to open it. In the to-do window you can:

• edit the title and description,
• change the status, priority, type and due date,
• link a case (Link a case) or change the linked one (Change),
• add or remove Assignments,
• change the recurring schedule and click Save recurrence,
• read and post Comments.

Fields you are not allowed to change are locked, with a note saying so.

Statuses

Status	Meaning
To Do	Not started
In Progress	Being worked on
Done	Finished. Setting this asks how long the work took, then records it.
Cancelled	No longer needed

You can also change the status directly from the status control in the list row.

Deleting a to-do

Permission required: task.delete

Open the row menu, choose Delete and confirm in the Delete to-do dialog. This cannot be undone.

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3. Tips

• Start the day on Tasks with My tasks and the Open tab, sorted by Step due date.
• Use Unassigned to spot steps that still need an owner.
• To see the work you handed to others, use Follow Ups.
• Use a recurring to-do for routine checks, such as a weekly review of pending receipts.