---
title: "Training 113: Task Board, Call Board and Contact Tables"
url: "https://primalaw.productfruits.help/en/article/0e5bfac3-7cc6-4f6d-bfb6-fe2e9814e99b"
language: "en"
last_updated: "2026-05-11T16:46:00.943Z"
---

# Training 113: Task Board, Call Board and Contact Tables

[YouTube video](https://www.youtube.com/embed/UmENXevRTgE)

### Task Management and Smart Tools in Prima.Law

Effective task management is critical for running a law firm efficiently, and Prima.Law offers several powerful tools to help you track and manage tasks, phone calls, and contact lists. These tools provide a comprehensive view of your firm’s operations and ensure that nothing falls through the cracks. Here’s how to make the most of them.

#### The Task List: Manage Firm-Wide Assignments

The **Task List** in Prima.Law allows you to view, organize, and manage all tasks across your firm:

1.  **Key Features:**
2.  -   **Customizable Columns:** View and edit fields like subject, body, status, priority, contact, and more.
    -   **Filtering and Grouping:** Organize tasks by priority, case type, or assigned staff.
    -   **Sorting:** Sort tasks to identify high-priority or overdue items quickly.
    -   **Tags:** Assign tags (e.g., “Follow-Up,” “Casework”) to categorize tasks for easier filtering.
    -   **Export and Print:** Download the task list to a spreadsheet or print it for offline review.
3.  **Assigning Tasks:**
4.  -   Assign tasks to specific staff members with due dates and priorities.
    -   Monitor workload distribution across your team.
5.  **Use Cases:**
6.  -   Track follow-ups with clients or government agencies.
    -   Assign specific steps in a case workflow to staff members.

  

#### The Phone Call List: Track Communications

The **Phone Call List** in Prima.Law ensures that all inbound and outbound communications are recorded and actionable:

1.  **Key Features:**
2.  -   **Call Logging:** Record phone calls related to specific contacts or cases.
    -   **Filtering and Sorting:** View calls by date, status, or contact.
    -   **Tags:** Add tags to categorize calls for easier tracking.
    -   **Export and Print:** Download or print call logs for records or follow-ups.
3.  **Managing Phone Calls:**
4.  -   Assign calls to staff members for follow-up or resolution.
    -   Mark calls as pending, completed, or add comments for future reference.
5.  **Integration with Tasks:**
6.  -   Convert calls into tasks when further action is required.
    -   Example: Record an incoming call from a client, then assign a task to a paralegal to draft a document based on the conversation.

  

#### The Contact List: A Smart Table for Your Network

The **Contact List** is a dynamic tool that allows you to organize and manage all contacts in your database:

1.  **Key Features:**
2.  -   **Smart Filters:** Filter by criteria like immigration status, country of birth, or citizenship.
    -   **Custom Views:** Create saved views for specific use cases (e.g., “All Clients with Pending TPS Applications”).
    -   **Tags:** Add tags to contacts for easy categorization.
    -   **Export and Print:** Download contact lists for email campaigns, follow-ups, or other external systems.
3.  **Use Cases:**
4.  -   Identify contacts affected by a new TPS designation and reach out for follow-up or marketing purposes.
    -   Filter by case type or referral source to evaluate marketing efforts.
    -   Export a list of clients for an email campaign or reminder notifications.

  

#### Advanced Customization and Integration

1.  **Create Standard Views:**
2.  -   Customize the columns, filters, and groupings in your task, phone call, or contact lists.
    -   Save these views for quick access.
3.  **Balance Workloads:**
4.  -   Use the task list to monitor team assignments and redistribute tasks if needed.
    -   Filter tasks by assigned staff to identify potential bottlenecks.
5.  **Respond to Changes Efficiently:**
6.  -   Use the contact list to react quickly to changes in immigration laws or policies.
    -   Example: Filter and export a list of clients from a specific country to notify them about a new program or deadline.

  

#### Bringing It All Together

By leveraging the Task List, Phone Call List, and Contact List in Prima.Law, you can:

-   Gain complete visibility into your firm’s operations.
-   Ensure tasks and communications are tracked and actionable.
-   Respond proactively to changes in client needs or government policies.
-   Save time by organizing and exporting data for specific purposes.

These tools provide unparalleled control and insight into your firm’s workload, helping you stay organized, efficient, and client-focused.