Getting Started with Matter Tasks in MM

Welcome to your new superpower within ELM!

With the Matter Tasks feature, you can now create, assign, and manage tasks directly within a matter — giving you full control, better visibility, and peace of mind across your legal operations.

This guide walks you through how to use Matter Tasks effectively so you never miss a deadline again! ✨

☝ What is the Matter Tasks Feature?

Matter Tasks allow legal teams to:

• Create and assign actionable tasks directly within a legal matter
• Track task status and due dates in one centralized view
• Stay aligned as a team with clear ownership and visibility
• Quickly review all personal assigned tasks across matters via "My Tasks"

? Goal: Keep legal operations smooth, predictable, and fully transparent.

⭐ Key Benefits

• ✅ No more scattered sticky notes or separate tools — everything is in one place
• ✅ Improved team alignment and ownership of responsibilities
• ✅ Better control over task deadlines to avoid last-minute surprises
• ✅ Simplified tracking of what’s done and what still needs attention

Want to see how it looks? Check out the Figma mockups here ?️

✍ How to Use Matter Tasks

✨ Accessing the Tasks Panel

1. Open a matter.
2. Click the task icon on the right-hand sidebar.

3. This opens the tasks panel with filters and a list of existing tasks.

✅ Creating a New Task

1. Type the task name (max 255 characters).
2. Click Add — the task is instantly created with default settings:

• Status: To do

• Assignee: Add the assignee
• Due date: Add the due date

✍ Editing a Task

You can click directly on any task field to edit:

• Name – Inline editing (with validation)
• Status – Switch between "To do", "In progress", and "Done"
• Due Date – Pick from calendar (past dates shown in red unless marked "Done")
• Assignee – Select a teammate with "can view" or "can edit" rights on the matter

✂️ Deleting a Task

Click the edit icon, then the trash/delete icon next to the task name. No confirmation is required ⚠️

⚖️ Task Properties & Status

• Name – Required, max 255 characters
• Status – To do, In Progress, Done
• Due Date – Optional (warning shown if overdue)
• Assignee – Optional, but helpful for ownership

✅ Tip: Completed tasks are shown in a collapsible section called “Done” at the bottom. You can toggle this view to keep things clean!

⚙️ Task Panel Filters & Sorting

✋ Filtering by Assignee

Use the dropdown on the top left to filter by:

• Specific users (who are assigned to any task in that matter)
• Unassigned tasks

⬇️ Sorting Tasks

Use the dropdown on the top right to sort tasks by:

• Due Date (latest first)
• Last Added (default)

✌ My Tasks: View All Your Tasks

You can view all tasks assigned to you across all matters by clicking the “My Tasks” icon next to the search bar at the top.

• Tasks are shown in a sortable grid
• Ordered by due date (tasks with no due date at the end)
• Inline edit and delete available
• You can toggle visibility of “Done” tasks

⚠️ Permissions & Edge Cases

Who Can Be Assigned to Tasks?

• Must have “can edit matters” role permission
• AND at least “can view this matter” permission

❌ If a User Loses Access

• Their tasks will no longer show in “My Tasks”
• A warning icon will appear on the matter view
• They can’t be re-assigned

♻️ If a User is Deleted

Tasks are automatically reassigned to the matter owner so nothing gets lost ?

✨ Best Practices & Tips

• ✅ Keep task names clear and actionable
• ✅ Use due dates to plan proactively
• ✅ Assign tasks so there's clear accountability
• ✅ Review "My Tasks" regularly to stay on top of things

? Did you know? Only 15% of “To Do” tasks should be overdue — keep your team zen and in control!

❓ FAQ

Can I add multiple assignees to a task?

Not yet — tasks support one assignee at a time for clarity and ownership.

Can I see tasks across all matters?

Yes, using the “My Tasks” feature at the top of your screen.

Can I hide completed tasks?

Yes! Use the toggle switch to show/hide "Done" tasks.

Is there a confirmation before deleting a task?

No — please double-check before you click delete ✂️