Simple tasks
Presentation of Tasks
The tasks will allow you to: to organize your days intasksto be accomplished ofassign tasksto other members of the cabinet to follow where a task is based on its status to have task reminders by email ofcreate a billable activity from the task Users ...
Creating a task
For more flexibility, it is possible to create your tasks in 4 places: from yourDashboard from yourfiles from your recordscontacts / customers from the menuTasks Here, the task will be created from afile. Caution: the tasks on the Customer sheets ...
Edit an existing task
Once thetask, it is possible to modify your tasks from 3 places: from yourDashboard from yourfiles from your recordscontacts / customers Click on a task: Make changes before clicking onRegister: It is also possible todelete a task.
Delete a task
Once oncethe end of the affair summary, it is possible to thechangeor delete it. This deletion can be done from the sheetcontact/clientor from thefileor themenu Tasks. To delete a task: Go to yourcontact/client sheetor on your folder or in the Tasks ...
Duplicate a task
You have the opportunity to quickly duplicate an already existing task, regardless of its status: Go to the list of tasks ofmenu Tasksorthe "Tasks" tab of a folder or contact sheet Click the action button that appears to the right of the task to be ...
Export or print your tasks
Via the Via thepage Tasksit is possible to print the list of tasks or export it to a file that you can open with a spreadsheet (example: Microsoft Excel, Open Office, etc. ). To export click on theExport button(1), and to print click on thePrint(2)
Popular Articles
Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...