Tasks & Workflows | PracticePanther Help Center

Tasks & Workflows

Learn how to use tasks and automate workflows.

13 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

Automated Task & Event Workflows Tutorial

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 task.

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 at once?

Complete your multiple tasks at once.

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 Overdue Tasks

Written by David S
Updated over a week ago

Syncing Tasks

How to sync tasks with Microsoft Exchange/Office 365

Syncing tasks with Outlook.com and Outlook desktop.

Written by David
Updated over a week ago

How to sync PracticePanther tasks with Google Tasks.

Sync your PracticePanther task with Google Task.

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