Aurora Kostezky (Customer) asked a question.
I know how to see the tasks in a particular matter, but would like to see all the tasks assigned to a particular date for a single staff member.
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Hi Aurora,
Thank you for your question.
In order to view all tasks on a particular date for a single staff member, you can use the 'Matter Tasks' Report.
This can be accessed through LEAP, via Menu > Reports > Matters & Clients > Matter Tasks.
You can set the filters within the report to include the dates you are interested in, and select only the staff members you wish to view in a drop-down list. There is more information about this report to be found in this LEAP Community article: https://community.leap.com.au/s/article/Matter-Tasks-Report-AU
If you have any further issues, please do not hesitate to contact our HelpDesk via support@leap.com.au, or via the LiveChat.
Thanks,
Simon
If you have leap and outlook linked, you can add tasks into individual leap files and they will then filter through to your outlook task list. Any critical dates you have added in leap will also come through to your outlook calendar. Critical dates only display in your calendar and tasks only display in your task list though. They don't both come up in the same place, so perhaps easier just to put all critical dates in your tasks too, so you only have to look at the one place for your daily run sheet.