Advanced Tasks
🧩 Conditional Tasks
You can set up tasks so they only show up when certain answers are given. For example:
- Show "Upload Marriage Certificate" only if the client said "Yes" to "Are you married?"
- Show extra questions based on the type of case
- Skip tasks that don't apply — automatically!
Conditional logic gets set up when you add tasks to forms. See Forms for more details.
🔔 Task Notifications
Set up alerts for task events:
📱 Client Notifications
| Event | Notification |
|---|
| Task Assigned | Let the client know they have a new task |
| Task Due Soon | Remind them before the deadline |
| Task Overdue | Remind them after the deadline |
👥 Staff Notifications
| Event | Notification |
|---|
| Task Completed | The client finished a task ✅ |
| Task Overdue | A task went past its deadline ⏰ |
| Document Uploaded | A file was submitted 📎 |
📜 Task History
See everything that's happened with a task:
| Event | Tracked Information |
|---|
| Created | When the task was assigned |
| Started | When the client began working on it |
| Completed | When the client finished it |
| Updated | When the answer was changed |
| Viewed | When someone opened the task |
🏢 Internal Tasks
Make tasks for your team that clients don't see:
Internal Task Features
| Feature | Description |
|---|
| Assign to Staff | Give it to a team member |
| Internal Notes | Notes that only your team can see |
| Checklists | Mini-tasks inside the task |
| Priority | High, Medium, or Low |
| Categories | Sort by type |
Internal Task Types
| Type | Description |
|---|
| Follow-up | Reach out to the client |
| Review | Look over a document or case |
| Research | Do some research |
| Administrative | Office or admin work |
| Legal | Legal-related work |
📚 Task Templates Library
Keep your task templates organized:
🗂️ Categories
| Category | Examples |
|---|
| Personal Information | Name, birthday, SSN, contact info |
| Medical | Injuries, treatments, doctors |
| Employment | Employer, income, job info |
| Documents | ID, records, photos |
| Financial | Bills, expenses, damages |
| Signatures | Consent forms, agreements |
👥 Sharing Templates
| Scope | Description |
|---|
| Personal | Only you can use it |
| Company | Everyone on your team can use it |
| Public | Share across different companies |
✅ Best Practices
- Be specific — Clear task names help clients understand what to do 🎯
- Add instructions — Explain what you need and why
- Pick the right type — Choose the task type that makes it easiest to complete
- Set deadlines — Due dates keep cases moving forward ⏰
- Check often — Look for overdue tasks and follow up with clients
- Use conditional logic — Skip tasks that don't apply for a smoother experience
- Validate input — Use rules to make sure you get good data
- Group logically — Organize tasks into sections that make sense
- Think mobile — Remember, most clients fill these out on their phones 📱
- Test it yourself — Complete the tasks yourself to see what the experience is like