Creating Tasks & Generating Invoice

1. Setting Up Tasks
   • Navigate to the 'Tasks' section in the sidebar menu.
   • Click on the 'Create Task' button.
   • Enter task details such as title, description, assigned team member(s), link to case or document and add a due date.
   • Save the task to the task dashboard.
2. Completion Dates
   • When creating or editing a task, select the desired completion date.
   • Ensure that the completion date aligns with project deadlines and priorities.
   • Save the task with the designated completion date.
3. Tracking Task Progress
   • Monitor task progress on the dashboard or within the 'Tasks' section.
   • Receive email notifications or reminders as the task deadline approaches.
   • Collaborate with team members by commenting feedbacks on tasks and providing updates.
4. Generating Invoices:
   • Navigate to the 'Invoicing' section in the sidebar menu.
   • Click on the 'Generate Invoice' button.
   • Choose the documents, or cases to include in the invoice.
   • Set the period you want to generate the invoice for.
   • Clients linked to case or documents automatically sees the invoice generated
5. Reviewing and Approving Invoices:
   • Access the 'Invoices' section to view generated invoices.
   • Review invoice details, including tasks completed, documents referenced, and billable hours if applicable.
   • Monitor invoice status and payment history within the 'Invoices' section.
   • Follow up with clients as necessary to ensure timely payments.
6. Subscription Management:
   • Users can manage their subscription plans directly within the 'My Firm' feature.
   • They can view subscription details, upgrade plans, and renew subscriptions as needed.
   • Automatic reminders for subscription renewals ensure uninterrupted access to the platform's features.
7. Cloud Storage Integration:
   • The 'My Firm' feature seamlessly integrates with cloud storage services for efficient files storage
   • Files uploaded within the app can be saved on cloud storage ensuring data redundancy and accessibility.