PracticePanther

PracticePanther Help Center

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Learn how to use tasks and automate workflows.

Tasks & Workflows

Creating and organizing your work activities

Tasks Tutorial

Automate your firm using pre-set lists of tasks per case type

Automating Task & Event Workflows

Branching Workflows

Getting Started

Exporting your tasks out of PracticePanther.

How do I export my tasks?

Control when tasks hit your agenda and become due with our new trigger-based rules for due dates.

Conditional Tasks & Workflows

How do I sort my tasks?

How do I assign a task to my client?

See your incomplete task assigned to other users.

How do I see incomplete tasks assigned to other users?

Mark multiple tasks as completed with the batch edit feature

How do I complete multiple tasks?

How do I set up recurring events and tasks?

Track Your Team's Productivity with Tasks

Organizing tasks by the user or contact responsible for completing them.

Completed By Tasks

Tasks

Sync your tasks to Exchange or Microsoft 365

How to sync tasks with Microsoft Exchange/Office 365

Sync your PracticePanther tasks to Google Tasks

How to sync tasks from PracticePanther to Google

Syncing Tasks

Reapplying your workflow when an event date is re-scheduled.

How do I reapply a workflow when an event date is re-scheduled?

Frequently Asked Questions

Find answers and get help from Intercom Support and Community Experts

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