How can I view Tasks by Matter rather than all of my tasks at once?

*If you created a Task List in Lupl prior to October 13th, 2023 - that Task List has been converted to a Task Workstream. 

To find the Tasks and Workstreams for an individual Matter:

1. Navigate to the Matter and look at the menu bar on the left. The Workstreams will be listed under the word “Workstream.”
2. Click on the “Workstreams” button to see a list of all of the Workstreams for that Matter. If you used Lupl prior to the launch of Workstreams, your former Task Lists will appear here as well, but reformatted as Workstreams. 

Related Articles: 

Where can I view my tasks?

How do I add a custom column to a Workstream?

What column types are supported in Lupl?

How do I export a Workstream?

How do I import a Workstream?

Who can import and export Workstreams? 

How do I clone a Matter?

No-Code Forms

Creating & Customizing Workstreams