How to create New Task and New Appointment as Key Dates 

Steps to follow	Screenshots for reference
Login to TeamConnect System. Navigate to the Matter Object. Click on an already existing matter or click the ‘New’ button to open a matter creation window and fill all the required matter details. Scroll down to the “Key Dates” section. Click the “New Task”  button and a new task creation window will appear.
Fill all the required fields with details such as Subject, Matter, Start and Due Date, etc. Make sure to select the “Matter Key Date” checkbox under “Update Matter Key Dates” section & click Finish button to create a Task.

Note: If the user does not select the “Matter Key Date” check box under “Update Matter Key Dates” section, the created Task or Appointment will not appear in the Key Date timeline.

8. Navigate back to your specific matter and open it.
9. Scroll down to the Key Date section to find the newly added Task with the heading of the task will be Other & Task logo will be displayed as a prefix. Also, the Start date of the respective Task will be displayed in the timeline tile.

Note: The user can follow above similar steps for the creation of New Appointment on Key Dates.

Important:

• After adding the legal extensions module, previously added/existing tasks and appointments can also be converted to key dates.
• The user should note that, the existing Task and Appointments can be changed to Key Dates
• While editing a newly created Key Date for the Task or Appointment, if Matter Key Date is unchecked, then the the specific Task or Appointment will not appear in general page’s Key Dates timeline, but can be seen under Matter Key Date section of the “Tasks&Appointment” page.
• When the matter of the respective task or appointment is changed, the task or appointment will not appear in the previous matter record Key Date timeline.

For more information on Key Dates, please see the video.

Tasks & Appointment page 

When key dates is installed, the events Tasks & Appointment will have 3 tables:

1. Tasks - shows all tasks, including ones that are flagged to generate a key date
2. Appointments - shows all appointments, including ones that are flagged to generate a key date.
3. Key dates - shows only key date records that were created manually (and not from a task or appt record).

While users can directly populate the Matter Key Dates object, it is also possible to add and remove key dates from Tasks and Appointments tab.

All the Key Dates of respective matter is also displayed in “Tasks&Appointment” page, which is accessible from the side navigation bar of the matter. The user can create Key Date from “Matter Key Dates” section which is available in the “Tasks&Appointment” page, and the Key Date will be displayed in the “Key Dates” timeline of the general page.

Note: In TeamConnect 7.1 and below version, the Matter Key Date was embedded under Matter object. Now, after adding the legal extensions module, “Matter Key Date” will act as a stand alone object. For more information, the user can navigate to Setup > Click the "Go to…" dropdown > Select ".Object Definitions" from the dropdown> Select “Matter” and under Matter, they can select the Custom Fields to see all the field names along with newly added “Matter” custom field.

How to create Key Date in the  “Matter Key Dates” section 

Steps to follow	Screenshots for reference
Login to TeamConnect System. Navigate to the Matter Object. Click on an already existing matter or click the ‘New’ button to open a matter creation window. Click on “Tasks&Appointments” option which is available in the left side navigation bar. “Tasks&Appointments” page will be opened.
Scroll down to the “Matter Key Dates” section. Click the “New Key Date” edit option.
The user can select the date from the “Event Date” calendar and “Date Type” from the drop down. In the “Description” box, the user can enter the description or status (more information) of the Key Date. Click Save button to add the Key Date under the list of Matter Key Dates section. Click Save&View button. Go back to the General page of the respective matter and scroll down to the Key Dates section. The user can see the newly added Key Date in the timeline.

 

Important: The user can access the “Matter Key Date” object from the “All” option also.

Note: 

• When the user delete a key date from “Matter Key Dates” section which is available in the “Tasks&Appointment” page, key date is no longer displayed in the general page's "Key Dates" timeline.

• The user can edit the Date Type, Date and Description of the Key Date in “Matter Key Dates” section of the “Tasks&Appointments” page and the same changes will be displayed in the general page's “Key Dates” timeline.

Important: The user can create or update the new or already existing Key Date Task/Appointment under “Clendar&Task” global navigation respectively.

Key Date Settings 

To create a new Key Date settings for DISP (Dispute) and TRAN(Transaction) object, the user should follow below instructions:

For more information on Key Dates Settings, please see the video.

How to create “Key Date Settings” for DISP and TRAN objects 

Steps to follow	Screenshots for reference
Login TeamConnect. Navigate to Setup > Click the "Go to…" dropdown > Select ".Object Definitions" from the dropdown.
Select Dispute from the object definition list.
Inside Dispute, click on “Object Views” tab.
Select Dispute Matter.
In the General tab, add the “Key Dates Timeline and Status Summary” blocks. Click Save.
Now, click the “Activities” tab and add the “Key Dates” block. Click Save.  Note: You can position the blocks using up and down arrows.
Close the setup and refresh the TeamConnect user interface by clicking the refresh icon in the window. Now click “All” and select “Key Date Settings” from the dropdown
Now click “New” to create a new Key Date Settings.
Under the General Information block, click the Object dropdown and select “Dispute”.
Under Key Date Settings block, click the default filter and select the required option.
Select the required “Task/Appointment Category” and the corresponding “Date Type” from the drop downs and click Add.
Once completed, make sure to click the “Save & Close” button. Now, click the Legal tab from the global navigation bar and select the matte.
Scroll down to find the Key Dates block.

Key Date Type Mappings 

A user can create a specific Task or Appointment Key Date type with a required category by mapping the Task or Appointment in the Key Date Settings under “Key Date Type Mappings” section.

How to change the Key Date Type 

When a user selects the “Matter Key Date” check box while creating either Task or Appointment Key Date, a duplication may occur when the user creates Key Date type and also Task or Appointment type. Hence, to resolve this, we have introduced Key Date Type Mapping. The user should Map the Task or Appointment in the Key Date Settings under “Key Date Type Mappings” section before creating a Task or Appointment Key Date.

Steps to follow	Screenshots for reference
Login to TeamConnect System. Navigate to All > Key Date Settings.
Select the required Key Date setting for dispute (DISP) and Transaction (TRAN) accordingly. Note: The Key Date Settings is applicable for dispute (DISP) and Transaction (TRAN).
Scroll down to the “Key Date Type Mappings” section and click the edit icon.
Select the required “Task/Appointment Category” and the corresponding “Date Type” from the drop downs and Click “Add” and “Save&View” button.
Click the Legal tab from the global navigation bar and select the matter.
Scroll down to the “Key Dates” block.
Scroll down to the “Key Dates” block. Click the “New Appointment”  button and a new appointment creation window will appear.
Fill all the required fields with details such as “Appointment Information” and “Date and Time Information”.
Make sure to select the “Matter Key Date” checkbox under the “Update Matter Key Dates” section. Under Category block, select the Appointment category which should match with the one selected under “Key Date Type Mappings” section of the Key Date Settings. Click the “Save & Close “. Go back to the matter and you can see the Appointment for the chosen category as  “Hearing” and the selected date type from “Key Date Type Mappings” as “Deposition”.