CLERK | How To Create a Task

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

1. Navigate to one of the following:

   1. The "Matters" tab on on side bar. Select the relevant Matter, click on the "Tasks" sub tab within the Matter.

   2. The "Tasks" tab on the side bar. 

2. Click on the blue button “New Task”.

3. Select the relevant "Barrister". 

4. Select the relevant "Task Type". (This will pre-fill the Description)

5. Enter in the relevant Description. This is what appears on the Bill. 

6. Select the relevant "Date".

7. Ensure the correct "Rate" is selected.

8. Enter in a "Duration". 

9. Click “Create”.

10. The Task can be edited by clicking into the task or clicking on the ellipses/pencil icon on the right hand side. 

How To Create a Non Billable Task (N-Line)