Calendar and Events
Each matter has its own calendar where you can track important events and dates relevant to managing that specific matter.
The Calendar & Events tab in the Matter Navigation Bar allows you to add events, reminders, and workflow targets to your calendars.
Options:
|
Section |
Function |
|---|---|
|
View, edit, and add matter events here. Requirements, reminders, and priority status to the event can be added here as well. |
|
|
View short-term reminders here and add required/optional reminder recipients. |
|
|
View long-term reminders here and add required/optional reminder recipients and Matter notes. |
|
|
Add workflow targets and their details here. Workflow targets allow users to track their goals and deadlines, and add those targets to their calendar. |