This article describes how to configure a group of tasks with Automated Civil Litigation (ACL) that include Task Sets, Practice Areas and categories 

Task Sets

These are a group of tasks which can be assigned at one time to a file, instead of adding multiple tasks one by one. Task Sets can be configured to only be available for certain Practice Areas. Task Sets can also be categorized to assigned certain tasks to certain groups.

• To create a Task Set, click Menu > Configuration > Configure Task Sets

• Click Add Task Set
• Type the Name of the Task set and click Add to begin adding the tasks.
• Configure the first Task for the set.
  • • Choose if it is a Deadline task.
    • Select Task or Calendar appointment synchronisation to Outlook
    • Configure the E-mail Reminders (if required)
    • How the task should be assigned
    • Add any Notes, if required (see below for details).

**The first task cannot be connected to anything; it is the anchor for the rest of the tasks in the set**

Once the initial task has been added, subsequent tasks can be added to the Task Set

1. Enter the name of the task and select whether the task is a Deadline.
2. The Due Date can be set to auto calculate by selecting how many days/weeks/months/years in connection to either the Due Date or the Completed Date of another task within the set. **Skip this step when configuring the first task in a new task set. The first task cannot be connected to anything; it is the anchor for the rest of the tasks in the set**
3. Choose whether the date calculation should include weekends or holidays.
4. If the Due Date falls on a non workday, choose which date to receive the email reminder.
5. Choose whether the task should synchronize with the Outlook Tasks or Outlook Calendar (Appointment).
6. Configure the Email Reminders. Multiple email reminders can be set 
7. The tasks should be set to be Assigned to individuals or group members on the file
8. Enter any Notes relevant to the task.
9. Click Add Another/OK/Cancel.

Practice Areas

Task Sets can be configured to appear for files only within a Practice Area.

Practice Areas are selected on the File Details page of an ACL matter.

• When creating the Task Set, the default Practice Area will be set to All, meaning the task set will be for all files within ACL.
• To configure the Task Set to only be available on files within a certain Practice Area, click Specify.

• Click Specified Practice areas and select the Practice Areas the Task Set should be available for.

Categories and Subcategories

These can be created to organize a Task Set to define tasks for groups such as Legal Assistants or Law Clerks.

• • To add tasks to a Task Set, within the Category field, manually enter the first group.
    • • Add all tasks required for the group.
      • Once all tasks have been entered, before entering in the set of tasks for the next group, ensure that the Category field has been entered.

**Any wording entered to the Category field will be available for selection going forward**

Once all groups and tasks have been configured for the Task Set everything will appear organized as required:

When users add the Task Set to a file, they can choose to select tasks by group and/or by the individual tasks.