---
title: "Tasks Management"
url: "https://primalaw.productfruits.help/en/article/tasks-management"
language: "en"
last_updated: "2026-02-17T15:48:35.296Z"
---

# Tasks Management

A task management system with automatic reminders to ensure no deadline is ever missed.

## **Comprehensive Task Management**

The **Task Management** system in Prima.Law is designed to ensure that no deadline or critical action item is ever missed. By centralizing all firm activities, the system provides a clear overview of work-in-progress, while maintaining a direct link between every task and its corresponding record.

### **The Three Pillars of Task Visibility**

Prima.Law organizes tasks into three distinct views, allowing you to manage your workload from different perspectives:

#### **1\. Firm-Wide Task List**

The **Tasks Management** dashboard provides a "master list" of every action item across the entire firm.

-   **Global Overview:** From this central hub, you can view all tasks, their priority (e.g., Emergency, Medium), status (Pending or Completed), and the assigned team member.
-   **Smart Filtering:** You can sort and filter the entire list by specific team members, priority levels, or custom tags to focus on what matters most at any given moment.

#### **2\. Contact-Level Tasks**

When viewing a specific **Contact Page**, you will find a dedicated Tasks section.

-   **Personalized History:** This view shows only the tasks associated with that specific individual or organization.
-   **Direct Context:** It allows you to see the history of work performed for a client, regardless of which specific case the task might be tied to.

#### **3\. Case-Specific Tasks**

Inside each **Case Page**, the Tasks tab isolates the action items strictly related to that active legal matter.

-   **Matter Tracking:** This is essential for ensuring that specific case requirements—such as evidence gathering or form completion—are moving forward on schedule.
-   **Integrated Workflow:** Because tasks are linked directly to the case, you can jump from a task to the **Forms** or **Package Assembly** tabs seamlessly.

### **Key Features for Efficient Teams**

-   **Priority Status:** Clearly label tasks as **"Emergency"** or other priority levels to manage time-sensitive filings.
-   **Assignment & Accountability:** Assign tasks to specific staff members and track their "Updated At" timestamps to monitor progress.
-   **Custom Tags:** Use visual tags (e.g., *Support, DevTeam, New Lead*) to categorize the nature of the work beyond the standard case status.
-   **One-Click Printing:** Need a physical list for a meeting? Use the **"Print All"** function on any task view to generate a hard copy of the current list.