Matter Tasks is a feature within Brightflag’s Advanced Matter Management Module, designed to help you create, assign, and track tasks associated with legal matters. It brings structure, accountability, and collaboration to your legal workflows.
Where to Find Matter Tasks
-
Menu > Home > Tasks
- Matter Management > Search Add Matters > Open Relevant Matter > Tasks Tab
-
Matter Management > Search Add Matters > Open Relevant Matter > Summary Tab
To view details of a specific task, click on the task name at any of these locations:
Creating a Task
You can add a task by clicking ADD TASK at:
Menu > Home > Tasks > ADD TASK
Matter Management > Search Add Matters > Open Relevant Matter > Tasks Tab > ADD TASK
Each task includes:
Matter
Title
Owner
Description
Due Date
Priority
Status
Participants
Task Assignment Rules
Tasks can be assigned to any customer user
If not already a participant → they are automatically added
Removing a participant → un-assigns them from all tasks
⚠️ Reassign tasks before removing users to avoid gaps.
Managing Tasks
Comments
Used for task discussion
Visible only if matter is open and user has edit rights
Otherwise read-only
Limitations:
❌ Cannot edit comments
❌ Cannot delete comments
❌ No notifications for new comments
Attachments
When attaching a file to a task:
File appears in Emails & Files tab
Labeled as Task Attachment
Access respects user permissions
Updates appear in real time
Edits
| Action | Who Can Do It |
|---|---|
| Update Status | Task owner, participants, Admin users |
| Edit Task | Users with edit permission (matter must be open) |
| Mark Complete on Closed Matter | Participant or user with UPDATE_ALL_MATTER_TASK privilege |
| Delete Task | ❌ Not supported |
Exports
From Matter View
Available to users with
VIEW_MATTERSprivilegeDisabled if no tasks exist
From Dashboard
Export visible task list
Default sort: Due Date
Columns sortable (except Owner and Has Attachment)
Email Notifications
Assignment Emails
(Sent if enabled in Admin Settings > Configuration > Task Notifications)
Triggered when:
Task is created
User is added to a task
Includes:
Task name
Due date
Matter details
Disabled users do not receive emails.
Reminder Emails
(Sent if enabled in Admin Settings > Configuration > Task Notifications)
Sent:
30 days before due date
7 days before
1 day before
Daily at 9 AM until complete
Reminders stop when:
Task is marked complete
Matter is closed
User is disabled