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Windows and Dialog Boxes

Phases & Tasks Window

The Phases & Tasks window allows you to define codes to be used in eCounsel for matter management. Uniform Task-Based Management System (UTBMS) codes may be used.

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Fields

Search – The text for which you want to search.

Phases – The category of legal code.

Tasks – The tasks that are classified under the selected phase.

Context Menu

Right-click on a phase or task to access the following menu commands:

Refresh Phases/Tasks – Updates information on the window.

Edit – Opens the Phase/Task dialog box to modify information for the selected phase or task.

Delete – Removes the selected phase or task.

Add New Phase/Task – Opens the Phase/Task dialog box to create a phase or task.

Phase/Task Dialog Box

The Phase/Tasks dialog box allows you to define codes to be used in eCounsel for matter management. Uniform Task-Based Management System (UTBMS) codes may be used.

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Fields

Phase/Task name – The name of the phase or task.

Code – The classification for the phase or task. For tasks, the Association of Corporate Counsel (ACC) code may be used.

Last changed by – The login name of the user who last modified the entry.

Last changed on – The time/date the entry was last modified.

Buttons

Save and Close – Click to save changes to the dialog box.

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