Application Settings - Task Lists

21/09/2026
Knowledge

How To

Set up custom recurring tasks that are specific to a Matter Type and integrate with Microsoft Outlook.

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Please ensure that you have linked your Microsoft 365 email account and LEAP in order to use the following features. For instructions on linking your email account, please click here.

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Set up Recurring Tasks

Click Task Lists.
Click New Task List.
Enter a Task List Name and select the State.
Select a Matter Type.
Click Save.
Select the task category you just created.

This is where you can enter your tasks specific to that Matter Type.
Click New Task Template.
Enter the Task Template Subject.
Toggle Based on Critical Date on.
Select the Critical Date that the task is going to calculate from, i.e., Instruction Date.
Enter the number of days before or after the chosen Critical Date, i.e. for 14 days after, type (+14) or for 14 days before, type (-14).
Type text into the Body, if required.
Select a Precedent, if required.

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This will create a document based on precedent by the time the task is due.
Click Save.

Enter as many tasks as you need for this category, i.e., Prepare Cheques, Order Searches, Organise Settlement.

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Items in the Task Lists and Task Template cannot be reordered or sorted.

Edit Task List Name

Click Task Lists.
Hover over the Task that you wish to rename.
Click the icon.

The Edit Task List window will open.
Rename the Task by completing the Task List Name in the field.
Click Save.

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To remove a Task from the Task List, click Delete. You can restore it at any time from the Deleted Task Lists.

View and Recover Deleted Task Lists

Click Task Lists.
Select View Deleted Task Lists at the top of the window.

The Deleted Task Lists window will open.
Select the task that you wish to restore and click the Recover Task List button.

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You will receive a notification saying that the Task list was successfully recovered.

Use Recurring Tasks

Open the matter.
Click the Calendar & Tasks tab.
Click Select Tasks on the toolbar.
Tick the checkboxes of the tasks required for this matter.
Click Select.
Click Review & Create.

The tasks will open in Microsoft Outlook for you to review.
Click Save & Close on the Task ribbon.

The task will be listed in the Tasks List of the Calendar & Tasks tab of the matter.

Add a Precedent to a Task List

Open a matter in the specified matter type.
Click the Calendar & Tasks tab.
Click Select Tasks and select the relevant task list from the drop-down menu.
Right-click on the task and click Select Precedent.
Click the required precedent and click Select.
When the task is opened from LEAP or Outlook, the button on the right-hand side will, when clicked, open the document that you have set as the applicable precedent for this task.

The task will be listed in the Tasks List of the Calendar & Tasks tab of the matter.

Last Modified Date

21/09/2026 9:20 am

Title

Application Settings - Task Lists

URL Name

Recurring-tasks

Resolution