LawToolBox leverages "Tasks by Planner" to assign a deadline as a task.
- Microsoft has different task features
- LawToolBox uses the collaborative platform for task management
- Learn more about "Planner" on Microsoft and how it compares with "To-do's"
- Planner upcoming features
- Watch our co-hosted webinar with Microsoft
With the planner integration, you can do the following two options:
- Attach to an existing plan (if you have been using a planner prior to LawToolBox)
- Create a new plan for your team (if you are new to tasks through "Planner")
Get started with "Planner" + LawToolBox:
- Enable
- Create or attach to a plan
- Assign a task from a deadline
- Update a task from LawToolBox, Teams or Planner
- Run a report
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Step 1: Enable
A LawToolBox Admin needs to enable the planner integration
- admin.lawtoolbox.com > firm > firm settings > planner > enable > update
- app.lawtoolbox.com outlook or teams app will now show Create Planner under the matter menu:
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Step 2: Create or Attach a Plan
Click Create Plan and select one of the two options
- Create new
- Select existing
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Step 3: Assign a task from a deadline
Click the ellipsis to turn a deadline into a task and assign to a specific individual
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Step 4: Update a task
From LawToolBox, Teams or Planner you can add or modify the tasks
Once a deadline has a task, you will see:
- User initials (e.g. JC for Jean Contoso)
- "Task" label that will allow you to update the task progress or open planner
- Status circle (Emplty, In Progress or, Completed)
"Task" label:
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Step 5: Run a report
See a quick list of your tasks under the clipboard icon or generate a report
Clipboard view:
Reports:
- Reports > All reports
- Select your name or another user
- Select your time frame
- Create report
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