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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
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
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
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