To change the description of a task that is visible to the stakeholder, it must be changed within the relevant matter’s template. The new description will be used in new matters. It will not change in existing matters.

Begin by clicking the ‘Settings’ tab.

InTouch settings tab

Click > ‘Matter Templates’.

InTouch matter templates button

Click > ‘Edit’ on the relevant template.

InTouch edit matter templates

Click > ‘Tasks’.

InTouch matter templates task

Click > ‘Edit’ (the pencil icon) for the relevant task.

InTouch matter templates task

Scroll down to the ‘Stakeholder’s Description’.

Edit the description as you wish, then click ‘Save’ at the bottom of the page.