Tasks & Workflows


MerusCase's task feature lets you create, edit, delegate, and manage to-do items for both you and your firm. Seamlessly link a task to a case to keep track of deadlines, events, appointments, and more. Tasks can also be assigned to a staff member to complete with set deadlines, priorities, and descriptions. 

 

Task Priority

 

Set the task priority to low, normal, or high when creating a new task. 

 

To change the priority of a task after it has been created, click on the flag icon to the left of the Task Description.

 

 

 

 

The task priority has an associated icon depending on the level of urgency selected:

 

  • High Priority Tasks have a red flag  to the left of the Task Description.
  • Normal Priority Tasks are indicated by a yellow flag  to the left of the Task Description.
  • Low Priority Tasks have a white flag  to the left of the Task Description.

 

Task priority is also indicated when tasks are overdue, but have their own special Overdue Icons. All overdue tasks will be represented by a fire emblem:

 

  • High Priority Overdue Tasks have three fires (one large and two small on either side) to the left of the Task Description. 
  • Normal Priority Overdue are indicated by one large fire emblem   to the left of the Task Description. 
  • Low Priority Overdue Tasks are indicated by a small fire emblem  to the left of the Task Description. 

 

Parent Tasks and Sub-Tasks

 

Any Task has the ability to become Parent Tasks with a Sub-Task associated with it. Parent Tasks and Sub-Tasks follow the same task icon conventions for priority and overdue, but there are some additions to each:

 

  • Parent Tasks   are indicated by the blue number in the lower right of the task icon .  In the example shown, the parent task is a high priority task with one sub-task. If this task had two sub-tasks, there would be a blue number two and so on for each additional task. 
  • Sub-Tasks also known as Child Tasks are connected to the Parent Task it was added to. Sub-Tasks are indicated visually in Merus by displaying the task in a smaller font and in a grey text color. Sub-Tasks are also indented with this symbol .

 

 

 

Related Articles

 

Task Overview

 

How to Create a New Task

 

How to Mark a Task Complete

 

What are Task Colors?