To edit or delete a task that has been set up for a matter, click > ‘Matters’.
Click on the relevant matter. By default, the ‘Tasks’ subheading will open.
Click the symbol for ‘Settings’ on the relevant task.
The drop-down menu will enable you to perform the following actions on the task:
- 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’.