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Calendar Event Types

Calendar Event Types Utility

The Calendar Event Types Utility categorize dates entered in Acuity.  Acuity provides standard defaults.  Additional Calendar Event Types can be added, and/or existing Types can be edited to fit your company’s needs.     

  • Select the UTILITIES link at the top of the page
  • Click on the Sub-Navigation menu option Calendar Event Types
  • Click the Add Calendar Event Type button button
  • Enter the new Calendar Event Type  name and click Save

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  • Click the pencil icon to Edit an existing Calendar Event Type
  • Click in the Active check box within the pop-up window to Inactivate a Type
  • Click in the Key Date check box within the pop-up to ensure the Type displays in the Key Dates section on the Matter Details tab
  • For more information on Key Dates, see Calendar - Key Dates

NEW! Practice Area Specific Key Dates

Acuity added new functionality to be able to add Practice Area Specific Key Dates.  This was a direct result of client feedback.  Now when you select to Add Calendar Even Type, you'll observe a Practice Area drop down:

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  • Historical Key Dates will default to All Practice Areas
  • If you'd like to update, click the Edit button next to the existing Calendar Event Type:

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  • Remove any Practice Areas you no longer want associated with the Key Date:

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