Managing Projects and Tasks in LegalMation
Last updated September 16, 2024
LegalMation provides powerful tools for organizing and managing complex legal projects. This guide explains how to efficiently manage your legal work using the project management features in the platform.
Creating a New Project
- Navigate to Project Management: Open LegalMation's project management section or your workspace dashboard.
- Click "Create New Project" or "Add Project": A new project form will appear.
- Provide Project Details:
- Project Name: Give your project a clear and descriptive name.
- Description: Provide a brief overview of the project objectives and goals.
- Due Date: Set a deadline for the project.
- Team Members: Add relevant team members (if applicable).
- Customize Settings: Access the project settings to:
- Add Folders: Create subfolders for organizing project documents and resources.
- Enable Workflows: Link your project to predefined workflow templates.
- Customize Settings: Tailor the project's settings to your specific needs.
Managing Tasks and Work Items
- Create Tasks: Within a project, add tasks representing individual work items or deliverables.
- Task Name: Provide a concise task name (e.g., "Draft Contract," "Review Legal Documents").
- Description: Include a detailed description of the task and its requirements.
- Assign to: Choose the team member who will be responsible for completing the task.
- Due Date: Set a deadline for task completion.
- Subtasks: Break down large tasks into smaller subtasks for better organization.
- Task Lists: Create task lists to categorize tasks by their function or area of responsibility.
- Mark Tasks Complete: Check off tasks as they are completed and update progress within the project.
Collaborating on Tasks
- Task Comments: Use task comments to communicate with assigned team members, ask questions, or provide feedback.
- Notifications: Receive notifications when tasks are assigned, due dates approach, or comments are added.
Tracking Progress and Status
- Project Overview: View a high-level overview of your project's status, including task completion rates and deadlines.
- Task Progress: Monitor individual task progress and deadlines within the project view.
- Filter Tasks: Filter your task lists to focus on specific tasks, deadlines, or assigned individuals.
- Reporting and Analytics: LegalMation may offer reporting features to gain insights into project timelines, task progress, and team performance.
Tips for Effective Project Management
- Regular Updates: Keep projects and tasks updated to ensure everyone is on the same page.
- Clear Communication: Encourage regular communication within project tasks and comments for clarification and collaboration.
- Flexible Project Management: Adapt your project management style to suit the specific needs of each project.
- Utilize all LegalMation Features: Take advantage of LegalMation's full range of project management features to maximize efficiency and organization.
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