Multiselect tasks and set as Not Required
The Progress Screen on a matter displays a list of tasks that need to be completed. Each task includes a checkbox, task name, target date, and completed date, which is automatically populated once the task is completed.
In some cases, certain tasks may not apply to a particular matter. For example, in a cash purchase, mortgage-related tasks may not be required.
You can now mark multiple tasks as not required at once:
Hold down the Ctrl key on your keyboard and select multiple tasks.
Either right-click and select Set as Not Required, or click the Set as Not Required button located on the ribbon at the top of the screen.
Once the tasks have been marked as not required, they will still appear on the list but will be greyed out and crossed out. The initials of the individual who marked them as not required will also be displayed.
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