Task Groups

Task groups are collections of task templates. They are primarily used in the Add Multiple Tasks function in a case but are generally useful for denoting a set of tasks that are all likely to need completing at roughly the same phase of a case (e.g. a task group for discovery-related tasks), or that are likely to need completing in a particular type of case (e.g. a task group for auto-accident-related tasks). If you have created a large number of Task Templates, using task groups to exclude templates you are unlikely to need for a particular situation can simplify the process of assigning tasks. The Task Groups administrative page is where you can create and manage task groups. The page contains a table listing all of the Task Groups in the SmartAdvocate system. The table's columns are:

Group Name: The name of the task group.
Task Templates: A list of all the templates in the task group. If this column contains "All," all templates are included.
Case Groups: A list of all the case groups for which the task group is available when adding tasks.
Actions: An action column containing an icon. When the mouse is clicked on you can either Edit or Delete the Task Group

You can also create a new task group on this page. The add/edit form contains a text input field for the group name and checkbox-select dropdowns for task templates and case groups. By default, All is chosen for both task templates and case groups. To choose specific task templates and/or case groups for a new task group, you must first uncheck the All checkbox(es).