Regenerate Tasks for Task Types

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You can regenerate tasks for a specific task type that has triggers related to tasks or matters. 

  1. To do this hover over the Tasks module and select Manage Task Types.

  1. Select the Task Type for which you wish to regenerate tasks.

  1. Click the Regenerate Tasks button.

  1. This will bring up a pop-up from which you can select specific clients and matter types to regenerate the tasks. Note that if none are selected, tasks will regenerate for all matters. Select the Client.
  2. Select the Matter Type.
  3. Click the Ok button. 

This process is completed as a background task and the progress can be checked from the Background Operations in the upper right hand of any page.