1Open the Checklist tab

Open the matter. Click the Checklist tab.

The counter at the top left shows how many tasks are done. The bar under it fills as you finish them.

2Add a task

Click Add task.

Type the Task name. Set the Due date and Due time.

Pick an Assignee, or an Assigned team. Click names under Watchers to notify them as well. + Add team member at the top of Assignee invites somebody who is not on the team yet.

Turn on Monetary task to record an Estimated cost. Set the Reminder with Days before and At time.

Click Add task.

3Read the list

Each task shows its due date, how many days are left, who it is assigned to, and who added it.

An overdue date turns orange.

Move the mouse over a task to show its actions: Add to Time & Fees, Mark done & add next task, Draft an email, Add subtask, Edit and Delete.

Click the circle on the left to mark a task done. It moves under Completed this week.

4Turn a task into a time entry

Move the mouse over the task and click the $ icon, Add to Time & Fees.

A new time entry form opens with the task's name as the description. Fill in the rest and save.

5Reuse a checklist

Click Templates to pick a saved list of tasks and add them all to this matter at once.

On an empty checklist, click Apply template instead.

6Work from the My Tasks dashboard

Click My Tasks under DASHBOARDS in the sidebar. The page lists the firm's tasks under Tasks: and the firm's name.

Click a person's chip across the top to see their tasks. The number in brackets is how many they have open. Unallocated holds tasks nobody has yet.

Each row shows the task, how far off it is due (Due in 3 days, Due tomorrow, 3 days overdue), the matter, its matter number, the due date and time, the date entered and who created it. Click the circle to mark it done. Click the flag beside it, Log a follow-up, to book a follow-up date.

Hover a row for Add to Time & Fees, Mark done & add next task, Edit and Delete.

7See the board as a calendar

Click Calendar at the top of the board, beside Standard and Organised. Each task moves to the day it falls due. Choose Day, Week or Month, and use the arrows to move through the dates.

Click Everyone to see every task the board lists, or click several people's chips to see theirs together. Each task then names its person. Click several Team chips to see those teams' tasks.

Click + on a day to add a task due that day. With one person chosen, the new task is theirs.

On the phone, tap Calendar under the chips. The week starts on Monday, and the arrows move it a week at a time.

8Add a task from the board

Click Add task. Type the Task name and pick the Project or lead.

Set the Due date and Due time, the Assignee, the Assigned team and any Watchers, who are notified and see it on their own list. Tick Also add to company calendar to put it on the calendar.

Click Add task.

9Add and change your tasks on your phone

In the mobile app, open a dashboard with My Tasks on it and tap it. Your open tasks are listed.

Tap New task. Type the Name, tap Matter to choose one, and set a Due date if it has one. Tap Add. The task is assigned to you.

Tap a task's name to change its name, due date or notes, or to tick Completed. Tap Delete to take it off every list.

10Get the daily Tasks due email

On a day you have a task due, you get one email at 6am your firm's time. It covers tasks assigned to you, assigned to a team you are in, or that you watch.

Under Due today, each task shows its matter, when it is Due, who it was Assigned by, who it is Assigned to and who is Watching.

Under Your other open tasks, the rest of your open tasks are listed: Overdue first, then Upcoming, then No due date. Click View in Diract to open your tasks.

To stop the email, click your picture at the bottom of the sidebar, then View profile. Under Notifications, turn off Email on the Tasks due row.

An admin can stop it for everyone: open Admin, click Email, then Notifications, and turn off Tasks due.

11Finish a task and queue the next

Click Mark done & add next task on a row. The task is marked done and moves under Completed this week, and Add task opens for the next one, with the task you just finished as its prerequisite.

Click Organised view to group the list into Action, Follow up and Watching. Change a task's group with the select at the end of its row. Click Standard view to go back.