Collaborate with your team

Nominated by Duncan McDougall, Product Manager at Actionstep, our latest Feature Spotlight helps you to organise your day, set reminders & track completed tasks.

We asked Duncan 3 questions and here are his responses. We hope you check them out and love the time-entry suggestions as much as Duncan does!

Why I love it

Actionstep’s task feature is a valuable and useful tool for lawyers that helps to organise your day and ensures team collaboration. It also gives assurance that responsibility is being communicated within the organisation, which can be easily tracked through list views.

What it does

The tasks feature in Actionstep is an individual item of work that needs to be done by a specific person by a certain date (the “due date”). Tasks can be created manually or automatically. Some examples of tasks include “upload client identity documents”, “confirm that complaint has been filed with the court”, “send initial letter to prospect” etc.

See a sample image below:

Learn how to create a task >>​

Learn how to view/edit a task >>​

How it makes a difference to law firms

The tasks feature within Actionstep is highly beneficial for law firms to record what was done, by who and when, ensuring all deadlines and completion of work is met, plus reminders can be created before the due date to ensure that staff have adequate time to do work. Overall, more effective communication and coordination are created between staff, leading to increased productivity and improved organisation.

Read more: https://support.actionstep.com/hc/en-us/articles/360001562607-Creating-a-Task​

Nominate a Feature Spotlight


We are always delighted and occasionally surprised by what our customers really love the most about our system. Different firms use Actionstep in different ways. Identifying Features to spotlight is one of the ways we can share knowledge and business insights with our community of lawyers across the globe.

If you would like to nominate a Feature Spotlight, please email our Communications Team with your idea. We have spot prizes for the most impactful or unusual suggestions!

Written by Actionstep Product Team