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Experience Tasks

The Experience Tasks screen shows all the tasks that were automatically generated due to a trigger configured in the system. For example, a follow-up task might be generated when a new matter is created, or when a matter is open for a certain amount of time with no time entries being billed.

The following information displays in the list:

Field		Description
Reason		Action or condition that triggered the task being created (e.g., "New matter was opened").
Matter		Name of the matter the task is associated to.
Client		Client associated to the matter.
Responsible Lawyer		Primary person at the firm in charge of the matter.
Matter Open Date/Matter Close Date		Beginning and ending (if known) dates for the matter.
Matter Types/Matter Subtypes		Broad and more specific classifications for what is dealt with in the matter.
Area of Law		Type of law (e.g., Employment and Labor) dealt with in this matter.
Industry		Industry in which the client works.
Partner (Most Billed Hours)/Billed Hours (Partner)		Partner with the most billed hours for this matter, and number of hours billed.
Associate (Most Billed Hours)/Billed Hours (Associate)		Associate with the most billed hours for this matter, and number of hours billed.
Assigned To		Employee the task is assigned to.
Due Date		Date by which the task should be completed.
Issue Status		Possible task statuses include the following: Unassigned- Task is not assigned to any person, group, or user. Assigned- Task is assigned to a person, group or user. In Progress- Task is being worked on. Completed- Task was marked as complete. Waiting for Feedback- Task is waiting for a user or group to answer a question. Snoozed- Task is temporarily put on hold because something is preventing its completion. Failed- Task failed to be completed, or there was an issue with task completion. Verified- Task was verified as having been completed. Canceled- Task was canceled in workflow.