How to create a to-do item (Non-barrister)

How a clerk/non-barrister can create a to-do item in BarBooks for Chambers

The guide and video below, will walk you through how to create a To-Do item, action the item and mark it as done.

1. Navigate to the "To-Do" tab on the side bar. 
2. Click “New To Do”.
3. Enter in the necessary information.
4. You can assign the item to the relevant party, barrister and Matter. 
5. Click "Create". 
6. The To-Do item will now appear at the top of the list and indicate who it was created by and who it was assigned to. 
7. To edit the item click on the pencil icon in line with the relevant item. 
8. To mark the item as done select the tick box next to the relevant item. 
9. Select “Mark as Done”.
10. Click "Confirm".
11. As a Non-Barrister, for items where a barrister has requested for you to issue or chase an invoice an eye icon will appear instead of a pencil icon. 
12. Click on the eye icon in line with the relevant item. 
13. Click “Chase Invoice” or “Issue Invoice”.
14. This will direct you to the relevant page to complete the process.