Tasks

Tasks live inside a Matter and answer one question — "what's next on this Matter?"

Add a task

01

Open the Tasks panel

On the Matter dashboard, find the Tasks panel.

02

Click Add Task

A title field appears inline. Type the task title.

03

Set optional fields

Inline fields for assignee, due date, and label.

04

Save

The task appears in the list. Toggle status by clicking the checkbox or status pill. Add sub-tasks via the indent button or + Add sub-task beneath a parent.

What a task has

PropertyRequiredWhat it does
TitleYesShort description of the task
AssigneeNoOne Matter member. Defaults to the creator.
Due dateNoDate only. Overdue tasks highlight in red.
StatusYesTo Do → In Progress → Done. Three states.
LabelNoFree-form tag. Typeahead suggests: Urgent, Waiting on OC, Waiting on Client, Partner Review, Filing Deadline, Court Deadline.
Linked itemNoA document, chat, or note in this Matter. Clicking the link opens the item.
Created by / Created atAutoTracked for audit

Sub-tasks

A task can have sub-tasks. Sub-tasks are checkboxes only — title and a complete/incomplete state. They don't have their own assignee, due date, or status. The parent task carries all real properties; sub-tasks decompose the work. One level of nesting only.

The parent task's progress reflects sub-task completion. When all sub-tasks are checked, Irys One suggests marking the parent as Done but doesn't auto-complete it.

Priority via labels

The panel uses three signals to convey what's urgent, instead of formal priority levels:

SignalWhat it tells you
Due dateWhen
StatusWhere (To Do / In Progress / Done)
LabelWhy it matters now

Every Matter task is visible to every Matter member — Tasks are a shared view of the Matter's work.

The cross-Matter Tasks page

A dedicated Tasks page in the left sidebar aggregates every task across every Matter in the active Workspace. Each row shows: status checkbox, title, the Matter the task belongs to, assignee, label, and due date.

A search bar, a Matter filter dropdown, status tabs (Active / All / Done), and a + Add Task button sit at the top. A short summary line shows the current state — for example, "1 overdue · 2 due today · 18 active."

Two urgency tiers

The body groups tasks into two tiers so the most time-sensitive work is always on top:

TierWhat it contains
⚠ Needs Immediate AttentionOverdue tasks and tasks due today
→ Coming UpEverything else with a due date in the near future, plus undated tasks

Suggested Practice Tool badges

Some tasks include a small badge suggesting the Practice Tool that fits the task — AI Chat, Sign, Drafting, Research, or Compare. Click the badge to launch the tool with context pre-loaded.

Scope

Tasks from other WorkspacesThe page is scoped to the active Workspace. Switch Workspaces to see other Workspaces' tasks.
Cross-Workspace tasksThe Personal Workspace's Tasks aggregates across every Workspace you're a member of — see Personal Workspace.
Sub-tasks at the top levelSub-tasks are nested under their parent. Click into a Matter to see sub-tasks.