Last update: 8/20/2026
| Hotchkis and Wiley – Task |
| *IMPORTANT: ACTIVITIES SHOULD ALWAYS BE EXISTING. IF NOT, PEND THE NOTE FIRST AND CLARIFY TO USER. |
| Field: | Notes/comments |
| Task Description | 1) FA = FA – Firm Name 2) FAs SAME firm = FA1 and FA2 – Firm Name 2) FAs DIFFERENT firm = FA1 and FA2 3) or more Fas, SAME firm = FA1 and Others – Firm Name 4) or more FAs DIFFERENT firm = FA1 and Others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Type | Task |
| Group | Tick if there are multiple contacts |
| Follow-up | Never used. Plot follow-ups/tasks in a separate note. |
| Contact | Tag external and internal contact/s who are in the activity (can do multiple tagging) unless they are already tagged in the existing activity. |
| Related to Account | Tag firm/s unless they are already tagged in the existing activity. |
| Assigned To | Tag user unless already tagged in the existing activity. |
| Task ID (for existing record search) | Used to search for existing meeting using the Task ID. |
| Task Owner (for existing record search) | Used to search for existing meeting using the Owner Name. |
| Task Primary Contact (for existing record search) | Used to search for existing meeting using the Primary Contact. |
| Subject | Mirror from existing activity Subject or populate as dictated. |
| Priority | Populate as dictated. Default: Normal |
| Due Date | Populate as dictated and/or copy from existing activity. |
| Status | Populate as dictated. Default: Completed |
| Category | Mirror from existing activity. |
| Type | Mirror from existing activity. |
| Strategy (Task) | Mirror from existing activity or populate as dictated. |
| Vehicle (Task) | Mirror from existing activity or populate as dictated. |
| Comments | Capture meeting notes in smart clean verbatim. |
Exercise Files