Entity Management



Tasks may be assigned to Editor or Reader users. Users will receive an email notification when a task is assigned. Users may also view assigned tasks (or tasks that they requested) in Lextree at View > Tasks (or on the Tasks tab of any contract record).

You may click on the desired tab or filter to view tasks by the corresponding status. You may search for records via the search bar. Click on the Summary link to view or update a task. View record history by clicking on the Last Updated date.

Read the article Assign Tasks to learn how to assign tasks to users.

View Tasks