The Kanban view is available on bilabl for clients or contacts, tasks, and matters, facilitating visualization and monitoring of the progress of legal matters, clients, or tasks. This feature allows seamless movement of clients, matters, or tasks between stages, enabling comprehensive tracking of their progress. By utilizing Kanban view, you can achieve enhanced visibility into the status of each matter, client, and task. This will improve collaboration, efficient prioritization, and effective case management for larger workloads.
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To activate the Kanban view for tasks, matters, clients or Contacts, the procedure remains consistent. Please follow the steps below to activate the Kanban view specifically for the task.
To update the status of your tasks, click and hold a task card, then proceed to drag and drop it into the desired matter status column.
Furthermore, the Kanban views available on bilabl provide the capability to systematically display all tasks and matters categorized by clients, monitor assignments to individual users, and arrange tasks and matters according to due dates using the function group feature.
To categorize all tasks and matters by clients, click on the "group" button, and select the option to group by clients.
Here you can view all the tasks or matters for a single client. This will improve visibility and make it easier to track the tasks or matters.
Occasionally, the default status may not align with your business workflow, necessitating customization of the statuses for your tasks, matters, and billing. Please follow the steps below.
Notes
This condition applies exclusively if you hold administrator permissions. If you need this permission, please contact your administrator to arrange it.