To edit or delete a task that has been set up for a matter, click > ‘Matters’.

InTouch conveyancing software edit a matter

Click on the relevant matter. By default, the ‘Tasks’ subheading will open.

Click the symbol for ‘Settings’ on the relevant task.

InTouch conveyancing software edit a matter

The drop-down menu will enable you to perform the following actions on the task:

  • ‘Edit’.
  • ‘Delete’.
  • Adjust who the task is visible to (Purchaser, Vendor, Estate Agent, Otherside Solicitor, Other Stakeholder or Mortgage Broker).
  • Adjust Traffic Light System (Amber or Red Traffic Light).


When finished, click > ‘Save’.