How to Create a Task on a Matter in Eve

Last updated: July 6, 2026

Overview

This article shows you how to create a task on a matter in Eve to assign and track follow-up work. Tasks let you set an assignee and a due date so follow-up work stays visible and nothing gets dropped across your caseload. Notes & Tasks is currently in beta and may not yet be enabled for your firm.

Step-by-Step Instructions

  1. Open the matter — In Eve, open the matter you want to create a task on.

  2. Go to the Activity feed — Within the matter, open the Activity feed.

  3. Start a new task — Click Add, then select Task.

  4. Add the task details — Enter the task title and any supporting details.

  5. Assign an owner and due date — Choose an assignee and a due date. Tasks can be assigned to other team members.

  6. Save the task — Save the task. It appears in the matter Activity feed and can be tracked there until it is complete.