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Creating Tasks: The Title and Billable Description Fields
Creating Tasks: The Title and Billable Description Fields

What should I put in a task title?

Updated over a week ago

When creating tasks, The Title is a description of the task or time entry, specifically what needs to be done. For example, this is a good title:

"Email and texts with opposing counsel about resetting the hearing."

For the Billable Description, you might add more detail to show the steps involved. Remember that the Billable Description should justify the time spent. If you spent a significant amount of time for the above Title, you might put more context:

"Review emails with client and witness about availability. Email and texts with opposing counsel about resetting the hearing. Revise the order to include the new hearing date of July 2, 2023 and send to opposing counsel for signature. Review and save the signed order. Forward to the duty judge for court approval."

The Title is what will be displayed when looking at task lists anywhere in the user interface, regardless of the view used (e.g. grid, table or calendar view, or within a lead, case or campaign). It is also the default text used on an invoice, if nothing additional is put in the Billable Description.

Warning: Do not put privileged information in the Billable Description, as it could end up being sent to opposing counsel!

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