This article describes how to add tasks and task sets within Automated Civil Litigation

Adding a Task

• Go to the Task pane
• Click on Add Task

1. The File Name will automatically fill in.
2. Enter the Task.
3. Click the calendar to select the Due Date.
4. If the due date needs to be calculated, click the calculator icon to have ACL calculate the relative due date (for example, you can enter in
   a date, and ask ACL to calculate the due date two years from that date).
5. Select if the task is a Deadline task.
6. Choose whether to synchronize this task as an Outlook appointment or an Outlook task (if enabled).
7. Add in the Outlook reminder date(s).
8. Add in any E-mail reminder date(s).
9. The "Assigned to" will automatically assign the user who created the task. Click Assign to in order to add additional firm members or groups.
10. Add in any Notes specific to the task.
11. Check Completed if required.
12. Click Add Another to add another task
13. Click OK if no additional tasks are required.

Adding a Task Set

• From the Task Pane, click the Add Task Set icon.

• A list of available Task Sets that the firm’s ACL
  Administrator has added will be available.

1. Review the list of tasks available within the selected Task Set.
2. Enter in the Due Date.
3. Enter in the firm members or groups this task will be Assigned To.
4. Task Sets will automatically have all available tasks selected. You can choose to deselect any Task within the set.
5. Click OK to add the Task Set to your file.