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Create and Add New Tasks

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Written by Huzayfah Patel
Updated over a week ago

⚠️ Important – Permissions
Access to Matter Settings is permission-based. If you cannot see this option, please speak to your administrator.

Create a New Task in the Task Library

  1. Click Settings.

  2. Click Matter Settings.

  3. Click Task Library.

  4. Click Create New.

  5. In the LB Law field, enter what you want the task to be called in LB Law.

  6. In the LB Connect field, enter the name for LB Connect (how the task will appear to clients).

Choose the Type of Task

  1. Under Type of Task, choose one of the following:

(a) Client declaration

  1. Select Client declaration.

  2. Confirm how the task should be completed:

    • Confirm if a single client can complete the task, then all clients sign, or

    • Confirm if ALL clients are required to complete and sign.

  3. Click Select Layout, then choose the letter layout you require.

(b) Document uploads

  1. Select Document uploads.

  2. Confirm how the task will be completed (for example, by the client uploading a document).

  3. Enter the name of the document that is required.

Set Transactions and Task Group

  1. Under Transaction, select which transaction(s) this task will be available for.

  2. Under Task Group, select the task group the task should sit within on the client portal.

Save the Task

  1. Click Save.

Your new task is now added to the Task Library and can be used within matters and displayed on the client portal according to the transaction and task group you selected.

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