Matter Tasks Explained

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.

⚠️ Availability
Matter Tasks is only available to paying customers. Please contact your Customer Success Manager for more info.

🧰 Key Features of Matter Tasks

• Centralized Task Management within each legal matter

• Assign Tasks to matter participants (users are added automatically if not already participants)

• Collaborate with Attachments & Comments

• Automated Email Notifications & Reminders

• Integrated Dashboards for tracking task progress

• Audit Trail through the Matter Activity Log

📂 Accessing Tasks

Tasks Tab (Inside a Matter)

• View task details: Title, Assignee(s), Due Date, Status

• Create and manage tasks

• Download/export all tasks for the matter

Upcoming Tasks Section

• Found in the Matter Summary tab

• Highlights tasks with upcoming due dates

✍️ Creating & Managing Tasks

Assigning Tasks

• Assign to any customer user

• Automatically adds assignees as matter participants

• Removing a user from the matter unassigns all their tasks

❗ Tip
Assign tasks carefully. Unassigned tasks may go unnoticed.

Task Details Include:

• Title

• Description

• Due Date

• Assignee(s)

• Status Options:

  • Not Started

  • Pending

  • Complete (cannot be reverted)

✅ Only task owners, participants, or admin users can update status.

💬 Collaborating with Task Comments

• Support for collaborative discussions

• Visible only if the matter is open and the user has edit rights

• Otherwise, shows a read-only comment panel

• Comments cannot be edited or deleted

• No notifications are sent for new comments

📎 Managing Attachments

• Files attached to a task appear under Emails & Files tab

• Labeled clearly as Task Attachment

• Real-time updates for add/remove actions

• Previews, downloads, and access depend on user permissions

✉️ Email Notifications

Task Assignment Emails (If enabled in Admin Settings)

• Sent to task owner and participants

• Includes: Task name, due date, owner, and matter info

• Triggered on task creation or adding a user to a task

• Disabled users do not receive emails

Task Reminder Emails (If “Task Reminder” Toggle is ON)

• Sent 30 days, 7 days, 1 day, and daily at 9 AM before due date

• Reminders stop once:

  • Task is marked Complete

  • Matter is Closed

  • User is Disabled

🛠️ Editing Tasks

• Tasks can only be edited if the matter is open

• Users without edit permissions cannot:

  • Modify tasks

  • Use the editable comment field

📤 Exporting Tasks

From Matter View

• Export button visible to users with VIEW_MATTERS permission

• Disabled if there are no tasks

From Dashboards

• Export tasks from dashboard view

• Columns sortable (except Owner and Has Attachment)

• Default sorting: Due Date

📊 Dashboard Integration

Legal Ops Dashboard

• Shows tasks from all matters

• Visible to Admin Users

Attorney Dashboard

• Shows only tasks assigned to the user

• Users can:

  • Add new tasks (must select a matter)

  • Mark tasks complete if:

    • They're a participant or have UPDATE_ALL_MATTER_TASK privilege

    • Task isn’t already complete (applies even for closed matters)

🕵️‍♂️ Activity Logging

All task-related activities—such as creation, edits, and status updates—are automatically logged in the Matter Activity Log for transparency and tracking.

❓Frequently Asked Questions (FAQs)

If you need more help using Matter Tasks or enabling the module, contact Brightflag Support or speak with your Customer Success Manager.