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Tasks & Workflows
Tasks & Workflows
Learn how to use tasks and automate workflows.
14 articles in this collection
Written by
David S,
PracticePanther Help Center,
and
David
Conditional Tasks & Workflows
Control when tasks hit your agenda and become due with our new trigger-based rules for due dates.
Written by
David S
Updated over a week ago
Getting Started
Tasks Tutorial
Creating and organizing your work activities
Written by
PracticePanther Help Center
Updated over a week ago
Automating Task & Event Workflows
Automate your firm using pre-set lists of tasks per case type
Written by
David
Updated over a week ago
Branching Workflows
Branching out your Workflows.
Written by
David
Updated over a week ago
Tasks
How do I export my tasks?
Exporting your tasks out of PracticePanther.
Written by
PracticePanther Help Center
Updated over a week ago
How do I sort my tasks?
Sorting your tasks
Written by
PracticePanther Help Center
Updated over a week ago
How do I assign a task to my client?
Assign a task to your client
Written by
PracticePanther Help Center
Updated over a week ago
How do I see incomplete tasks assigned to other users?
See your incomplete task assigned to other users.
Written by
David S
Updated over a week ago
How do I complete multiple tasks?
Mark multiple tasks as completed with the batch edit feature
Written by
David
Updated over a week ago
How do I set up recurring events and tasks?
Set up your recurring events and task.
Written by
PracticePanther Help Center
Updated over a week ago
Track Your Team's Productivity with Tasks
Written by
David S
Updated over a week ago
Syncing Tasks
How to sync tasks with Microsoft Exchange/Office 365
Sync your tasks to Exchange or Microsoft 365
Written by
David
Updated over a week ago
How to sync tasks from PracticePanther to Google
Sync your PracticePanther tasks to Google Tasks
Written by
David
Updated over a week ago
Frequently Asked Questions
How do I reapply a workflow when an event date is re-scheduled?
Reapplying your workflow when an event date is re-scheduled.
Written by
David S
Updated over a week ago