Tasks are a Mattero user's to-do list. When you create a task, it is displayed in the Tasks tab of the matter or contact that was chosen when the task was created.
- Create a task using the +Create button. The Create Task window will show:
- Enter a description of the task, assign the task to a Mattero user, and select a due date.
- Choose Contact from the Related To dropdown menu, and enter a contact name. If you click on the +Create button from the desired contact screen, the field will be filled-in automatically.
- Click the Save button to create the task.
The task will then be stored in the Tasks tab of the contact screen.
The task will also show on the assigned user's Mattero dashboard: