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

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