Advanced Task Management
Features
Shared Task Queues
Use Neodeluxe Advanced Task Management to create group-based task queues and automate task delegation to any user that meets queue requirements.
Labels None
Create custom labels for skills, responsibilities, or roles.
User label assignments None
Assign labels to users for automatic inclusion in relevant task queues.
Shared task queues Featured
Set up shared queues that distribute tasks with matching labels.
Manual queues None
Allow users to browse and claim tasks from manual queues.
Escalation queues None
Create escalation queues for critical tasks that require urgent attention.
Basic Priorities None
Assign basic priority levels to queues including Low, Medium, High, and Urgent.
Advanced Priorities None
Use a number slider to set advanced priorities based on your needs.
Task Descriptions None
Clearly define each task’s purpose and requirements with detailed instructions.
Task Types None
Choose from various task types, including action, form, and document-based tasks.
Snooze Times None
Set specific snooze durations to temporarily delay tasks while keeping them on the radar.
SLAs None
Define Service Level Agreements (SLAs) to enforce deadlines and ensure timely task completion.
Criteria-Based Queue Triggeres None
Automatically assign tasks to queues based on real-time project data and pre-set conditions.
Existing Task Queue Triggers None
Trigger the assignment of new tasks upon the completion of existing ones.
Visual Queue Flow Chart None
Use a visual flow chart to map out queue dependencies and create task-triggered queues.
Task Management in Filevine
Use the Neodeluxe Google Chrome Extension to manage case management tasks directly in Filevine without needing to switch tabs.
Neodeluxe Google Chrome Extension Featured
Use the Neodeluxe Google Chrome Extension for Filevine-native integration—no switching tabs required!
Status None
Toggle availability to track online or offline user status.
Request Task Button None
Make it easy for users to request their next task via a button which will automatically assign them the next task in their available queues.
Current Tasks Tab None
View all active tasks in one place.
Task Information None
View all task information including project name, priority, due date, status, and instructions.
Snooze Task None
Temporarily snooze a task to keep your focus on higher priority tasks.
Snooze to Queue None
Snooze a task back to the queue for another user in the queue to receive.
Disposition Category None
Mark a task as Completed, No Longer Needed, or Re-assigned.
Disposition Code None
Enter custom disposition codes for easy tracking.
Custom Resolution Forms None
Have users fill out custom resolution forms with task or client information.
Comments None
Add necessary comments to the task resolution for clear communication.
Attach Files None
Attach any relevant documents to the task that will store in the Filevine project.
Task Forms None
Easily access and complete form task types from within the Chrome Extension.
Manual Tasks Tab None
View and claim available manual tasks.
Snoozed Tasks Tab None
View snoozed tasks and stop the snooze early.
External Task View None
Open, view, and complete tasks in the Neodeluxe portal.
Dashboards and Reporting
Become a data-driven legal practice with clear visibility over task management using Neodeluxe Advanced Task Management’s admin dashboards and reporting tools.
Reporting Dashboard Featured
View all project queue and task metrics and charts from one reporting dashboard.
Queue Metrics None
View queue metrics including total queues, regular vs. escalation queues, auto vs. manual assignment, criteria vs. task triggers, average queue creations per day, and number of each priorities.
Task Metrics None
View task metrics including total tasks, resolved vs. unresolved, assigned vs. unassigned, average resolving time, snoozed tasks, escalated tasks, and number of each priorities.
Task Creation Chart None
Visually view task creations over a set amount of time.
Task Metrics Chart None
Visually view task metrics including number of resolved tasks, snoozed tasks, and escalated tasks.
Admin Task Dashboard None
Manage tasks from one screen with all key task details.
Admin Queue Dashboard None
Manage queues from one screen with key queue details and easy queue activation.
Supercharge Your Case Management
Products
Streamline Filevine case management from intake to closure with products including automations, a portal, and more.
Discover Neodeluxe ProductsServices
Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services.
Explore ServicesBack to Home
Get an overview of Neodeluxe and our product and service offerings.
Go to Home