Tasks and Projects

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.”

Tasks and Projects sections are fully customizable to suit your preferences. Enter the information by tabbing through the two fields: Task/Project Section Name and Subsection Name.

You can have multiple subsections under one Task/Project section or no subsections at all. The Geni Law program allows an unlimited number of Task and Project sections and subsections.

Click SETUP > TASK SECTIONS SETUP to open Setup Tasks/Projects from anywhere in the Geni Law program.

setup tasks dropdown

Upon clicking the Task Sections Setup, the Tasks/Projects Setup screen opens:


The ability to have multiple Sections with different Subsections comes in handy with Suspense and Human Resources items.

Press Ctrl+Enter to save the each item and before leaving the Setup Tasks screen.

After entering and saving the information for the first Tasks/Projects item, that item will appear in a clear row directly above an empty, highlighted row. As you continue to work in the Setup Tasks/Projects screen, the gray highlight bar will default to an empty row at the bottom, and all of the created Tasks/Projects items will appear in ascending order above the empty row. Each time you enter the Setup Tasks/Projects screen, an empty, highlighted row will always appear at the bottom of the screen. The gray highlight bar will move up or down to other Tasks/Projects rows as you use the arrow or Page Up/Page Down keys.

To delete a data row or profile, highlight the item to be deleted, press Ctrl+Delete and answer “Yes” to the pop up question.

Press ESC to exit this screen.

Press PRINT to print a complete list of Tasks/Projects.