Introduction to the Task Checklist

The Task Checklist feature is a Lighting Component dedicated to managing matter-related tasks. Tasks can be grouped in a variety of ways with several filter options. The user experience also provides the capability to quickly edit tasks without opening additional forms.

(new in AdvoLogix Fall 2018)

This feature is only available when using the Lightning Experience.

1. Lightning Page Component

The primary use case for the Task Checklist component is within the context of a given matter; however, the component may also be deployed for any object that supports activities.

2. Functional Overview

  • The Task Checklist is capable of displaying object-related tasks in a variety of ordinal grouping styles. Grouping options include Activity Plan, Assigned User, and Status.

  • Filtering options allow the user to fine-tune how the work with Tasks by providing users the ability to limit Tasks based on their Assigned User, Assigned Role, Priority and Status.

  • Most fields have the ability to edit information in place without requiring the user to open the Task edit form.