How to create a to-do item (Barrister)

How barristers can create a to-do item in BarBooks for Chambers

The guide and video below, will walk you through how to 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 parties. 
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. Select "Confirm".
11. As a Barrister, for items where a clerk has requested for you to approve an invoice an eye icon will also appear.
12. Click on the eye icon in line with the relevant item.
13. Select “Review Invoice”.
14. This will direct you to the relevant Invoice.
15. Click "Actions".
16. Select "Approve Invoice".
17. Select "Confirm".
18. The Invoice will now be converted from "Pending for Approval" to "Unpaid".