Silver Link Task Manager – Matter Diary
When a user logs into the system, the first screen that is displayed is the Task Manager. This lists all matters for that user showing:
- Matters due for action today – highlighted in GREEN
- Matters that have already passed their due date for action – highlighted in RED
- Matters not yet due for action – not highlighted
If the user decides to action an item, that matter is selected with a double click. The system them zooms to the data entry option that requires data input. The data is then entered and filed. The user can then activate a workflow process that may perform calculations, generate documents automatically and then diarise the next event for the matter selected.
An example of the Task Manager screen is shown below:
