0
Skip to Content
Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Launch Plans
Data Migration
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Filevine Training Videos
Free Help Wednesdays
The Lead Docket Book
Zapier
Finance Connect for QuickBooks
Magic Box of Skills
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Launch Plans
Data Migration
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Filevine Training Videos
Free Help Wednesdays
The Lead Docket Book
Zapier
Finance Connect for QuickBooks
Magic Box of Skills
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
Folder: Launch
Back
Launch Plans
Data Migration
Folder: Optimize
Back
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Folder: Learn
Back
Filevine Training Videos
Free Help Wednesdays
The Lead Docket Book
Folder: Apps
Back
Zapier
Finance Connect for QuickBooks
Magic Box of Skills
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
Folder: About Us
Back
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
  • Filevine,
• 4/17/23

Filevine Basics: Task Best Practices

Optimizer Stephanie goes through the best practices around tasks in Filevine, how to assign and reassign tasks within a project, and how to start a new task thread.

Previous

Outlaw: Templates Tab Overview

Next

Filevine Basics: Project Calendar

You Might Also Like

Related Embedded Video Item Thumbnail Free Help Wednesdays: Time and Billing in Filevine
Related Embedded Video Item Thumbnail Tip Tuesday: Automating Document Storage with Customs Editor in Filevine
Related Embedded Video Item Thumbnail Free Help Wednesdays: Filevine Fusions
Related Embedded Video Item Thumbnail Conditional Logic for Workflows with Filevine
Related Embedded Video Item Thumbnail Tip Tuesday: Cleaning up Duplicate Contacts in Filevine

Join our mailing list

We send a few value-packed newsletters each month.

Learn more + SUBSCRIBE

About us

Contact us

Privacy policy

SOC 2-compliant

Get support

Team store

© 2025 – Vineskills