You can create an FYI Task for a document that has been filed in FYI.
- Select the document in a list in FYI to display the Drawer.
Or display the FYI Drawer when a document is open in an application such as Word, Excel or PowerPoint.
- Click the Add Task icon in the action bar at the top of the drawer.
Click the Task section of the FYI drawer to expand it and click the Add Task button in the Task section of the drawer.
- Select or enter the filing fields, or change any defaults that have been given.
Subject - enter a brief subject for the task. This displays in the lists in FYI.
Assignee - select the name of the user assigned to the task.
Job - if the document is filed against a Job, the task defaults to that Job.
Category - If Task Security is not enabled in the Practice Settings for your practice, you can select a Category for the task. Refer to Practice Settings.
Cabinet - If Task Security has been enabled in the Practice Settings for your practice, you can select a Cabinet for the task. You can only select one of the Cabinets that you have access to. Refer to Practice Settings and User Groups.Due Date - a due date of two days from today's date is given as the default. This can be changed by clicking on the field and selecting from the calendar.
Start Date - you can optionally add a Start Date to the task by clicking on the Start Date field and selecting the date from the calendar.
Status - this defaults to Not Started.
Document - displays the name of the document the task is being created for.
Details - type the details of the task. Remember that when the task is created for a document, you can easily display the document to provide context for the task.
The assignee is notified about the task and the task is displays in Task lists.