BARRISTER | How To Create A Task

*A Task in BarBooks is the equivalent of a Fee Line.

1. Click on the “Quick Actions” button at the top right of the screen. 

2. Select “Create Task”.

3. Select the Matter (Case) you are working on.

4. Enter in the Description. The Description is what shows up on the Invoice.

5. Enter in a Duration. 

6. Click "Create".

7. The Task will now be created. 

8. To View your created Tasks, navigate to the Matters tab on the side bar, Select the relevant Matter, and select the “Tasks” subtab OR navigate to the main “Tasks” tab on the side panel.

9. To edit Tasks click into the Task or click on the ellipses on the far right.