Tasks and Projects Manager

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

This section contains instructions on how to use the Tasks and Projects Manager including how to create, edit and delete tasks or projects; categorize tasks or projects into sections and subsections; and prioritize tasks within sections and subsections. This section contains the following instructions:

  • Create a Task/Project
  • Field Explanations
  • Entering Text in the Blank Task Record
  • Pick Task
  • Print Tasks/Projects
  • Search Tasks
  • Delete a Task

No matter what size your firm may be, use Geni Law’s synchronized Tasks and CaseWork Manager to mitigate malpractice related risks. A number of law firm risk insurance carriers have included a premium discount program for firms using automated tasks and scheduling programs such as the one contained in the Geni Law program. Tailor the Tasks feature to provide heads up reminders for looming deadlines and adequate time to accomplish the task associated with that deadline.

Use Tasks to create individual tasks, daily to-do lists, administrative- or case-related projects. Tasks, as well as Projects, can be organized by an unlimited number of main sections, and main sections can be further divided into an unlimited number of subsections. By setting Action Date, you create alerts to remind you of important deadlines. In addition, any task created in Tasks for billable client case work will be represented by a “T” in the “DO CODE” column automatically updated in the client’s case file in CaseWork Manager.

Click on the TASKS button from the main TASKBAR to access Tasks from anywhere in the Geni Law program.

tasks highlight

Tasks are organized by the sections and subsections you created in the Setup Tasks/Projects process. When you enter Tasks, the section headings you created pop up in quick-pick lists for speedy access to a task or project.

There are 12 fields used in each task record to provide full information about the tasks or project, prioritize, set deadlines, add client or case information, and a generous area for description. Task or project participants are identified by their REP code in each task description area to indicate who posted the task initially, to facilitate a discussion forum, or to confirm information about the task or project.

Create a Task/Project

Click on TASKS on the main Taskbar and then select TASKS:

tasks pick

Immediately upon clicking TASKS, the Tasks and Projects screen opens.

tasks screen

A gray bar is used to highlight the cursor location in the Tasks screen. A blank task record always appears at the bottom of the screen for a new entry. As you complete task records, press Ctrl+Enter or Ctrl+S to save the record. The saved records are moved and sorted as assigned. Enter information in the following fields:

Field Explanations

Each field and how it will help you is explained below.

Helpful Hint: Place the mouse over any field and a short explanation of that field will be shown (Tool Tip).

ACTIONDATE

The date you assign for the Task/Project to be completed; default is current date; press Enter in the Action Date field and the current calendar month pops up. Use the following keys to move through the calendar quickly:

D one day forward
W one week forward
M one month forward
Y one year forward
Shift+D one day backward
Shift+W one week backward
Shift+M one month backward
Shift+Y one year backward

left arrows “<<“

move backward one month or one year
right arrows “>>” move forward one month or one year
REP A quick-pick list pops up; select the DIV or REP to which the Task or Project is assigned
SECTION

A quick-pick list pops up; select the Section title

The SECTIONS are created and assigned by you in the SETUP TASKS process.

SUBSECTION

A quick-pick list pops up; select the Subsection title

THE SUBSECTIONS are created and assigned by you in the SETUP TASKS process.

P Priority level of the Task/Project; enter a letter from A to Y (A=High Priority; Y=Low Priority) (NOTE: Tasks are sorted in sections and subsections in descending order according to the assigned Priority code entered here.)
D

Enter DO CODE; default is “X”

“X” Item to do
“C” Item is ready to be Checked
“Z” Item is finished
RC

Recur Code; a quick-pick list pops up; select the Recur Code; the default is daily

“A” Annually
“BW” Bi-Weekly
“M” Monthly
“Q” Quarterly
“S” Semi-Annually
“SM” Semi-Monthly
“W” Weekly
R Recur Date; the entry will keep appearing as “the next day” everyday until you set a recur date
ITEM NUMBER Auto-fills with a computer-generated number signifying the original date that the record was created and the sequential number of the Task/Project in the system
ENTITY TYPE Enter the type of entity involved in or concerned with the Task/Project; default is an empty field
NAME CODE A quick-list pops up; enter the Client Code; start typing the client name, last name first; click on the name to select
CASE CODE Auto-fills with the case number if a Client Code is selected; if there is more than one case for a client, a quick-list pops up; click on the case number to select
Entering Text in the Blank Task Record

Upon entering the above information in the appropriate fields, the cursor advances to the blank entry field. The REP code of the person entering the assignment will appear followed by a colon; for example, “TED:” if Ted is the person logged in. Begin typing after the colon. There is a generous amount of space, and paragraphs can be used by pressing Enter. The entry is not saved until you press Ctrl+S or Ctrl+Enter. The entry will immediately locate in the Tasks/Projects according to Action Date, Priority, Rep, and Section. Use the scroll bar, PgUp, PgDn, or the arrow keys to move through the Tasks/Projects database.

An interesting aspect of Geni Law’s blank task record is this. Let’s say TED: entered an assignment for Rep Code KAT. KAT has questions for TED about certain facts or issues. KAT can enter the task record, and when she does “KAT:” will appear directly below TED’s entry. In turn, TED: can respond; and his response will appear directly below KAT’s entry, and so on virtually allowing you the ability to have a conversation about the Task.

Pick Task

You may end up with dozens of sections/subsections with a dozen or so people using the Task feature. Use Pick Task to quickly locate Tasks/Projects records according to sections/subsections and the REP to whom the task is assigned. Click on TASKS on the main Taskbar and then select PICK TASK:

pick task

Upon selecting PICK TASK, a small overlay screen appears at the top left corner:

pick task overlay

A quick-pick list appears with Rep Codes; the default is ALL. Select a REP.

The cursor jumps to the Task screen where a quick-pick list appears with all of the available Task/Project sections for the Rep you selected. Select a Task. If there are subsections, a quick-pick list appears with all of the available subsections.

Press the “Tasks” button, and the Tasks screen opens with all of the selected tasks/projects for the “picked” task/project for the selected Rep.

A gray bar is used to highlight the cursor location in the Pick Task screen. A blank task record always appears at the bottom of the screen for a new entry.

Print Tasks/Projects

The Print function can be used in Tasks as well as Pick Tasks. Use the following steps to print Tasks/Projects.

Press the PRINT button and make the following selections:

Date: Start Enter the Start Date; default is current date
Date: End Enter the End Date; default is current date
Rep- A quick-pick list pops up; select the REP default is ALL
Section- A quick-pick list pops up; select the Section default is ALL
Subsection A quick-pick list pops up; select the Subsection default is ALL
Priority- Enter a letter from A to Y
Do Code-

Enter the DO CODE:

“X” Item to do
“C” Check Item
“Z” Item is finished
Active Select “A”ctive, “I”nactive or “B”oth; default is “A”ctive

Select print to “S”creen or “P”rinter; default is Printer.

Enter the number of copies.

Press Print for the print results or press Escape to return to the previous screen.

Search Tasks

The Search function is used in Tasks as well as Pick Tasks to help you find a single task or group of tasks. Use the following steps to search through Tasks/Projects:

Press the SEARCH button and make the following selections:

ITEM NUMBER A quick-pick list pops up; select the Item Number; default is ALL
TASK TYPE (SECTION) A quick-pick list pops up; select the Section; default is ALL
SUB-SECTION A quick-pick list pops up; select the Sub-section, if any; default is ALL
REP A quick-pick list pops up; select the REP; default is ALL
PRIORITY Enter a letter from A to Y; A being most important and Y being the least important
DO CODE Enter a DO CODE as follows:
“X” = Item to do
“C” = Check Item
“Z” = Item is finished
ORIGINAL DATE The date the Task was created if you know it
TEXT Allows you to do a Text Search

Press Search for the results, or press Escape to return to the previous screen.

Delete a Task

Use the Search function to locate the task to be deleted. Make sure the gray highlight bar is on the item and type Ctrl+Delete. Answer YES at the prompt.