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:

  1. Open/Create a Task

  2. Click on the Matter Icon

Dendri will display the Matter dialog box. 

  1. 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.

  2. Select the name from the list.