How to Create a Task on a Matter in Eve

Overview

Tasks track follow-up work on a matter. Each one carries an assignee and a due date, so work that comes out of a call or a document review stays visible instead of living in someone's head.

Tasks are created in the matter's Activity feed and tracked there until they are complete.

Notes & Tasks is in beta and may not be enabled for your firm yet.

Steps

1. Open the matter.

2. Open the Activity feed.

3. Click Add, then select Task.

4. Enter the task title and any detail.

5. Set an assignee and a due date. Tasks can be assigned to anyone with access to the matter.

6. Save. The task appears in the Activity feed.

Limits

• A task can only be assigned to someone who has access to the matter. Share the matter first if the assignee cannot see it. See 📄 How to Share a Matter with Team Members in Eve.

• Tasks do not sync to a case management system.

• Tasks are separate from agent runs and the notifications they produce. See 📄 How to Use the Notification Panel in Eve.