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View and manage tasks from the dashboard

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Written by Huzayfah Patel
Updated over 3 months ago

The Dashboard is the default screen that is displayed as soon as you have logged into Access Legal Case Management. The Dashboard will display widgets also known as tiles.

Viewing Tasks

The Task widget will show the four most outstanding tasks which are at the top of your to-do list.

Managing Tasks

In order to manage tasks, you can select the dropdown arrow which will give you 2 options:

  • Open Case - this allows you to navigate to the case in order to complete the task.

  • Complete - mark the task as complete which will remove the task from the Tasklist.

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