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Tasks: Participants

What do I put for participants?

Updated over 4 months ago

Use this field to include people directly involved in the task.

For example, if you had a call with an opposing counsel or prosecutor, you can add their name here.

Note that you do not need to include the client or lead if this task is already associated with that case or lead, as it is redundant.

This field is included when searching using the search bar, making it easier to find all tasks related to the participant(s) entered here.

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