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Creating a Task

  • May 18, 2026
  • Knowledge

How To

Learn how to create, manage and organize tasks in Microsoft Outlook and LEAP. Improve your workflow and keep your matter and Outlook task lists synchronized for enhanced productivity.

 
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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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The Task List on the Calendar & Tasks tab will display the due date at the top and can be sorted by clicking the task's column heading.

  • The sort preference will be saved and restored to the same sort when the matter is re-opened.
  • The option to Reset Tasks Sort to default has been added via the ellipsis menu.

Create a Task from a Matter

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click New Task on the toolbar to open a new task in Microsoft Outlook.

  4. Enter the Subject of your task after the matter number. For example, call client about settlement.

  5. Enter or choose the Start Date (optional) and Due Date.

  6. Select the appropriate Status for the task if required. This will allow you to keep track of the progress of the task from within Microsoft Outlook.

  7. Set a Priority to allow you to flag items of high priority in your Microsoft Outlook's Task List if required.

  8. Set a Reminder schedule for the task if required.

  9. Click Due Date on the LEAP section of the Task ribbon if you would like to base the task on a Critical Date from your matter.

  10. Click Insert File on the LEAP section of the Task ribbon to attach a correspondence item from the matter to the task if required.

  11. Click Add Time Entry on the LEAP section of the Task ribbon if required.

    The timer will start as soon as your Microsoft Outlook window opens.

    A New Time/Fee window will open with several of the details automatically filled.

    Click Save & Close on the New Time/Fee window.

  12. Click Save & Close in the Actions section of the Task ribbon.

The task will be saved to both your Microsoft Outlook and matter Task Lists.

Create a Task from Microsoft Outlook

 

  1. Open Microsoft Outlook.

  2. Select  and click New Task.

  3. Enter the Subject of your task.

  4. Enter or choose the Start Date (optional) and Due Date.

  5. Select the appropriate Status for the task if required. This will allow you to keep track of the progress of the task from within Microsoft Outlook.

  6. Set a Priority to allow you to flag items of high priority in your Microsoft Outlook's Task List if required.

  7. Set a Reminder schedule for the task if required.

  8. Click Save to Matter on the LEAP section of the Task ribbon and select a LEAP matter to save the task to.

  9. Click Due Date on the LEAP section of the Task ribbon if you would like to base the task on a Critical Date from your matter.

  10. Click Insert File on the LEAP section of the Task ribbon to attach a correspondence item from the matter to the task if required.

  11. Click Add Time Entry on the LEAP section of the Task ribbon if required.

    The timer will start as soon as your Microsoft Outlook window opens.

    A New Time/Fee window will open with several of the details automatically filled.

    Click Save & Close on the New Time/Fee window.

  12. Click Save & Close in the Actions section of the Task ribbon.

The task will be saved to both your Microsoft Outlook and matter Task Lists.

Create a Task on Behalf of Someone Else

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click  next to New Task.

  4. Click New Task for Staff....

    The Staff List window will open.

  5. Select staff member you would like to make the appointment for and click Select.

    The New Task window will open within LEAP.

     
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    You will only be able to select staff members who have linked their Microsoft 365 email account and LEAP. For instructions on linking their email accounts, please click here.

  6. Enter a Subject for the task.

  7. Enter a Due Date for the task.

  8. Enter a Description for the task.

  9. (Optional) To change the staff member, click the icon next to Owner.

    The Staff List window will open. 

    Select the staff member and click Select. 

  10. Set the Priority using the dropdown.

  11. Set the Status using the dropdown.

  12. Click the arrow icon next to Attachments to attach documents to the appointment either via the Files from Correspondence or Browse this PC option. 

  13. Click Save.

    The task will be saved to the staff member's Microsoft Outlook and added to the Tasks list of the matter.

Complete a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Double-click to open the task on the Tasks List that has been completed.

    The task will open in Microsoft Outlook.

  4. Click Mark Complete on the Task ribbon.

Your task will be marked as complete in both LEAP and Microsoft Outlook.

 

You can also mark the task as complete by going directly to Microsoft Outlook and locating the task without opening the matter in LEAP. The task will be marked as complete in LEAP as well without the matter being open.

Automatically Complete Tasks

 

  1. Open Microsoft Outlook.

  2. Select the options arrow on Save to Matter on the Home ribbon.

    LEAP Automation Options for Microsoft Outlook will open in a new window.

  3. Tick the Generate Document Completes Task checkbox.

  4. Click OK.

Create a Task with a Template

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click the down arrow next to New Task on the toolbar  and select New Task with Template.

  4. Click and navigate to the template you wish to attach to your task.

  5. Select the template and click Select.

  6. Click Next.

    The New Task window will open in Microsoft Outlook for you to complete.

  7. Fill in the necessary information for the task.

  8. Click Save & Close.

The task will be saved to both your Microsoft Outlook and matter Task Lists.

Generate a Template from a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Open the task that was created with the New Task with Template option.

  4. Click to generate the template. This will also Save & Close the task and mark as Complete.

    The template will open in Microsoft Word.

Create a Task, Assign It to Staff, and Track Progress

 

  1. Create a new task.

  2. Click Assign Task on the Task ribbon.

     
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    Only the person who originally created the task can make changes to it (for example, reassigning the task). Staff members assigned to the task cannot modify or reassign it.

  3. In the To field, enter or select the staff member's email you wish to assign to the task to.

  4. Complete the remaining details.

  5. Tick both the Keep an updated copy of this task on my task list and Send me a status report when this task is complete options to keep track of the task.

  6. Click Save & Close.

 

If you have an Exchange Server, an IT consultant can set up tasks so that they synchronize with other devices, like your cell phone.

Attach Document Links to a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Create a new task or open an existing task.

  4. Click Insert Document Link on the LEAP section of the Task ribbon.

    The Insert Document Link window will open.

  5. Select or search for the document(s) you wish to attach from your matter's Correspondence List.

  6. Click Insert.

 
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You can also right-click on a document from the Correspondence List and select Attach to Task.

 

This will open a new task in Microsoft Outlook and attach a link to the relevant document. 

Delete a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Right-click any of the tasks in the Task List and click Delete.

Create a Task from a Matter

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click New Task.

  4. Enter the Subject of your task. For example, call client about settlement.

  5. (Optional) Enter or choose the Start Date.

  6. (Optional) Enter or choose the Due Date or tick Base on Critical Date to set the Due Date as a set Critical Date.

  7. (Optional) Click Add Template to attach a template.

  8. (Optional) Enter a Description of your task.

  9. (Optional) Click to add other staff members under Owner section.

  10. Set a Priority to allow you to flag items of high priority in your Scheduled list if required.

  11. Select the appropriate Status for the task if required.

  12. Click Attach to attach a correspondence item from the matter or upload a file from your computer to the task if required.

  13. Click Save.

Complete a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click on a task in your Scheduled or Unscheduled list.

     
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    To view the History of your scheduled and upcoming tasks, click the  icon to View/Hide Past Events.

  4. Click Mark Complete.

Generate a Template from a Task

 

  1. Open the matter.

  2. Click the Calendar & Tasks tab.

  3. Click on a task in your Scheduled or Unscheduled list.

  4. Click Create Document.

    The template will open in Microsoft Word.

  5. When you are done, click Save & Close on the document.

    This will mark the task as Complete.

Create a Task from a Matter

 

  1. Open the matter.

  2. Swipe to or tap the Schedule tab.

  3. Tap then New Task.

    You can also tap on the Home screen.

  4. Enter the details of the task.

  5. Tap Save.

Create a Task from a Matter

 

  1. Open the matter.

  2. Swipe to or tap the Schedule tab.

  3. Tap then New Task.

    You can also tap on the Home screen.

  4. Enter the details of the task.

  5. Tap Save.

Create a Task from a Matter

 

  1. Open the matter.

  2. Swipe to or tap the Schedule tab.

  3. Tap User-added image then Task.

    You can also tap  on the Home screen.

  4. Enter the details of the task.

  5. Tap Save.

Last Modified Date
5/18/2026 8:13 PM
Title
Creating a Task
URL Name
Creating-a-task-US

Resolution
Calendar & Tasks
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Creating a Task