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Viewing Related Tasks

Overview

“Related Tasks” is an important feature in the Task Detail.

If you open a particular Task and notice the button, that means that there are other Tasks with the same Client and Matter.

You can click the Related Task button to open a slide out and navigate to any Related Tasks.

Step 1: Navigate to Task Detail

Click on a Task on My Docket to open the Task Detail.

Step 2: Click the Related Tasks Button

Step 3: Select Related Tasks

Select the Related Task you wish to view.

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