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