New Tasks Module - Complete management of your To Do's all in one place…

The new Tasks Module in Amicus Attorney 2008 Small Firm Edition provides a new centralized place to get organized and get things done. It provides a variety of views along with filters and functions specially designed for easy management of To Do's. The Tasks list may be filtered in many useful ways, and displays To Do's for yourself and and/or others in either Simple or Detailed format. You may define customized views via Tasks Profiles. The list provides an editable row for quick and simple creation of new Tasks, without needing to open the Event Details window.

You can enter To Do's just by typing in the Task list. There is no extra dialog needed, so you can quickly jot down new tasks as you think of them, and refine the details later. See all of your To Do's across any range of time or files in one easy to manage list. Sort them, change priorities or dates or even reassign them. Check the status of them and easily manage delegated tasks.

Tasks Module - Simple View

Viewing the Task List

Filtering the list to a Standard View:
For a standard view of the list, select the upper SHOW option, and then select the desired secondary options at the right:

• Format: Select either Simple or Detailed. The Detailed view adds the following information and controls to items in the list: Do button, Category column, and Time Entry icon.
• Range of Tasks: Select overdue Tasks, Tasks due today, or Tasks due within the next 7, 14, or 30 days.
• Done Tasks: Select this option to include Tasks that have been marked Done.
• Assigned To: Click the icon to select one or more Team Members. Tasks assigned to at least one of these Team Members will be shown.

Filtering the list to a Custom View:
For a custom view of the list, select this SHOW option, and then either select a previously defined and saved Custom Tasks Profile or click the Profile button to create a new Custom Tasks Profile. The particular Tasks Profile chosen determines whose Tasks are shown and how they are displayed.

Working with Custom Tasks Profiles:
Custom Tasks Profiles enable you to define custom views of the Tasks list. For example, you might create a Profile that shows a list of Tasks with Deadlines, assigned to Files of Type "Commercial/Corporate", for the next 14 days, assigned to you and, optionally, another Team Member.

To display a custom view of the list:

1. From the Tasks list, select the lower SHOW option.
2. Select a pre-defined Custom Tasks Profile from the drop-down list, or click the Profile button to create a new Custom Tasks Profile.

Custom Task Profile

Creating a Custom Task Profile
You may set the criteria for the display of the Tasks list by either using the basic settings above the list, or by creating a Custom Tasks Profile, which offers more options.

To create a Custom Tasks Profile:

1. Click the Profile button. The Custom Tasks Profiles selection dialog appears.
2. Click Edit. The Custom Tasks Profiles dialog appears, open to the Who tab.
3. From the Who tab you may set the following: " Which To Do's to show, based on the Team Members assigned. Select the Team Members either through the Select Contacts button or the Select File button.
4. Click the How tab to set the following: " How the list is formatted: Simple or Detailed. The Detailed Format adds the following information and controls to items in the list: Do button, Category column, and Time Entry icon. " How the list is sorted: by File, Date and Priority, Deadline, or Category.
5. Click the When tab to set the following: " Which To Do's to show, based on their Start Date. Specify dates relative to whenever the Profile is used: either Today or within the Next or Last number of specified days. Alternatively, specify a particular date range.
6. Click the What tab to set the following: " Which kind of items to show: all Tasks, only overdue Tasks, only Milestone Tasks, only Tasks with Deadlines, or only Done Tasks. " Which Category of Tasks to show. " Which items to show, based on the File assigned: Files of a particular Type, or only a specific File. To include Closed Files, select the checkbox.
7. To save the Profile for later use, select the "Save this Tasks Profile as" checkbox, and, if desired, enter a Custom Tasks Profile name in the field provided. You do not need to save the Profile if you just want to apply it temporarily.
8. If saving the Profile for later use, you may set it as your default Custom Tasks Profile by selecting the appropriate checkbox.
9. Click OK in the Custom Tasks Profile dialog when you are finished creating your settings.
10. The Task list reappears, filtered and formatted according to your Profile.

For more information on the Tasks Module and Amicus Attorney 2008 Small Firm Edition visit: www.amicusattorney.com