Advanced Task Management
Features

Shared Task Queues

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.

View Shared Task Queues

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

Task Management in Filevine

Use the Neodeluxe Google Chrome Extension to manage case management tasks directly in Filevine without needing to switch tabs.

View Filevine Task Management

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

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.

View Dashboards and Reporting

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.

Boost Your Firm’s Productivity.

Get Started Now

Supercharge Your Case Management

Products

Streamline Filevine case management from intake to closure with products including automations, a portal, and more.

Discover Neodeluxe Products

Services

Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services.

Explore Services

Support

If you’re seeking support for Neodeluxe products or services, please check out our support website for assistance.

Back to Home

Get an overview of Neodeluxe and our product and service offerings.

Go to Home