Tasks – Settings

Purpose & Benefit: Creating a detailed project plan is a valuable tool to determine a comprehensive workflow and potentially flat fee assessment when you are aware of how long each individual task is going to take when broken down.  You can create goals through milestones to measure the project’s success, and it can also provide a clear expectation for your clients on legal work involved for Matters/Projects through detailed early assessments. The benefits for your firm would be specifying who is responsible for each task, a complete breakdown of the project in phases, a budget, and tracking procedures through detailed reporting.

To control basic settings for Tasks and Plans:

  • Click on Settings under the Task tab.

 

  • You can select what you call your Plan Phase label in your business so you can see it specific to your business in all the places it is used in your TimeSolv application. The options for customizing this terminology are:

Job
Phase
Segment
Stage

 

  • You can select what you call your Plan Task To-Do label in your business so you can see it specific to your business in all the places it is used in your TimeSolv application. The options for customizing this terminology are:
    Action Item
    Activity
    Item

    Task

 

  • You can select what you call your Milestone label in your business so you can see it specific to your business in all the places it is used in your TimeSolv application. The options for customizing this terminology are:
    Deliverable
    Event
    Milestone
    Occurrence

 

  • If you wish to automatically assign all staff members/professionals/timekeepers to all plan tasks please select the Automatic Plan Task Assignment checkbox.

 

  • Click Save when you are done.

 

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