For each of a matter’s tasks, it is possible to set a traffic light system. The red and amber lights will alert the user that a task needs reviewing.

A red traffic light will always overrule an amber traffic light.

To access the traffic light settings, click > ‘Settings’.

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 traffic light settings and adjust them as required.

When finished, click > ‘Save’ at the bottom of the page.