Tasks & Projects

Stay on top of every detail with RunSensible Tasks and Projects. RunSensible’s task and project management system lets you define task types and assign them to yourself or your team, making it simple to keep track of priorities. With easy tracking and a user-friendly interface, RunSensible helps you monitor all activities seamlessly, ensuring nothing slips through the cracks in your law firm.

FAQs

Tasks are individual action items or to-dos that you can assign to yourself or your team members. Projects are collections of related tasks that contribute to a larger goal. Projects help you group tasks, track progress, and manage deadlines more effectively.

Navigate to the Projects section and select the specific project you’re working on. Open the task you want to update, and in the task interface, locate the Task Priority dropdown menu to set the desired priority level.

Certainly! Navigate to the Projects section and select the specific project you’re working on. Open the task where you want to add files or documents. Click on the Documents tab, then click the New button. From the dropdown menu, select the desired option to upload or add your files.

Yes. Simply go to the Projects section and select the desired project. Open the task where you want to add subtasks. At the bottom of the task interface, you’ll find the Add Sub Task button. Click on it, and you’ll be directed to a new page to create the new task. Once you’ve entered the details, click the Save button in the top-right corner of your screen to finalize and save the subtask.

To access your tasks, go to the Dashboard and navigate to the My Tasks section, where you’ll see a list of all your tasks. To view the details of a specific task, simply click the icon next to it to open the task interface page. Alternatively, you can go to the Projects section and click on the My Tasks button in the top left corner of your screen. This will take you to a dedicated page displaying your task list, where you can view key details such as the assignee, activity type, related to, priority, and due date.

To customize permissions for a task, navigate to the Projects section and select the relevant project. Open the specific task where you want to adjust permissions. At the top of the screen, click the Permission button, and choose your desired setup: All, Handler, Team, or Users.

Absolutely! To set a due date, navigate to the Projects section and select the relevant project. In the task interface, simply assign a Due Date and Time to ensure timely completion.

Yes, you can set an email reminder for a task. Simply go to the Projects section and select the relevant project. Open the task, and in the task interface, locate the Email Reminder Time dropdown menu. Click on it and select your preferred time. A notification will be emailed to you based on the time you choose.

Projects Overview

With RunSensible, you can create projects and include their associated tasks.

Tasks Overview

Effective task management is key to the success of any law firm, improving productivity, profitability, and client satisfaction.

Creating a New Task  

The New Task panel is used to create and save a task in the system. In this panel, the user can enter the task details, choose who is responsible for it, set a due date and reminder, add collaborators, connect the task to related records or a project, add tags, and choose who can access it. 

Deleting and Recovering Tasks

To delete your tasks, simply navigate to the Projects on your dashboard.

Task Types

Before creating a task, you need to define what sort of tasks you need. Head over to Settings on the top right side of your screen.