How to Connect a Task to a Matter
Tasks can be independent or connected to a matter.
You can connect a task to a matter while creating a new task, or you can attach a matter to an existing task.
To connect a new task to a matter/lead:
Open/Create a Task
Click on the Matter Icon
Dendri will display the Matter dialog box.
Click in the Matter Name drop-down list and start typing the name of the matter. Dendri will display all matters that match your text.
Select the name from the list.