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
Optimization Toolbox
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
Optimization Toolbox
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
Optimization Toolbox
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

Transferring Tasks & Projects and Deleting Users

Next

Filevine Basics: Project Calendar

You Might Also Like

Related Embedded Video Item Thumbnail Filevine Hide/Reveal Section Automation
Related Embedded Video Item Thumbnail 5 Time & Billing Essentials for Launching with Filevine
Related Embedded Video Item Thumbnail Free Help Wednesdays: Filevine Feed, Task Management, and Calendaring
Related Embedded Video Item Thumbnail FVDA: How to Set Up Custom Footers
Related Embedded Video Item Thumbnail Free Help Wednesdays: Fusions

Join our mailing list

We send a couple value-packed newsletters each month.

Learn more + SUBSCRIBE

About us

Contact us

Privacy policy

SOC 2-compliant

Get support

Team store

© 2026 Vineskills