How to Connect a Task to a Matter/Lead

Tasks can be independent or connected to a matter/lead.

You can connect a task to a matter/lead while creating a new task, or you can attach a matter/lead to an existing task.

To connect a new task to a matter/lead:

1. While creating a new task, click on the Matter/Lead icon (). Lawcus will display the Matter/Lead dialog box.
   
   
   
   
2. Click in the Matter Name drop-down list and start typing the name of the matter or lead. Lawcus will display all matters or leads that match with your text.
   
   
3. Select the name from the list and click on the Done button.
   
   
4. Finally, click on the Add button to create the new task.

To connect an existing task to a matter/lead:

1. From the list of tasks, click on a task to view its details.
   
   
   
   
2. Click in the Matter Name drop-down list and start typing the name of the matter or lead. Lawcus will display all matters or leads that match with your text.
   
   
3. Select the name from the list.
   
   
4. Click on the Update button to update the entry.