Managing work can be overwhelming at times. Managing notices include meeting deadlines and switching between projects, depending on when clients provide needed items. This happens all while trying to provide better customer experiences. The notice workspace redesign is easier when viewing, updating, accessing, and collaborating on each notice and will save your firm time.
To get started, navigate to any notice's workspace.
Timers
Track your time by starting new timers and adding time entries in the notice workspace.
Priority
Manage priority levels from the notice workspace.
Status
Manage the status of parent tasks within the notice workspace.
Edit/Archive
Edit or Archive the parent task within the notice workspace.
Confirm this action by clicking Archive in the Archive notice? window that pops up.
Add Team Members
View assigned team members and invite others to the notice if needed.
Progress Chart
View the progress of a Notice within this workspace.
Work Tab
Manage aspects of subtasks in this area. This is where you can Add assignees, Request a transcript, Add a tool, Add a client request, and Add a subtask. Reorganize subtasks in this area as well.
Files Tab
Add new, existing, and editable (.docx) files to associate directly with a parent task. Any file attached to a subtask itself will populate in this tab. You can also choose to Remove from task, Edit file, eSign Request, Download file, Print file, and Save to files in this area.
Notes Tab
View details of existing internal notes from team members as well as add a note or edit/archive from this space. Any note added to a subtask itself will also populate in this tab.
Transcripts Tab
View details of existing transcripts and Request transcripts from this tab.
Forms Tab
View existing forms in this tab of the notice workspace. This is where you can also Edit form, Download form, Print form, and Remove form from task. Any forms added to a subtask itself will not populate in this tab.
Comments
Collaborate with team members in the Comments slide out of the notice workspace. Here you can attach files, send GIFs/images, and @mention team members. You can also easily collapse and expand the area by clicking on the icon.