Here is where you can set the traffic lights up to your personal preference.

For each task you can set whether you want an amber light or red light to show once a previous task has been completed or not.

Click > Settings > Matter Templates > Edit

Click the Tasks tab and then the edit button, on the task you want to set a traffic light for.

conveyancing tasks, red or amber traffic light

Click > Save

Traffic lights are used to highlight to the user that something needs reviewing. A matter may have a traffic light, and a matter’s task may have a traffic light. If a matter task has a traffic light switched on, then the matter must also have that traffic light switched on.

There are two kinds of traffic lights:

Red (always overrules an amber light)

Amber