Calendar

Manage Task Lists

Task Lists allow you to create and group tasks to track the progress of a specific process, such as a real estate closing or a court proceeding.

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View a Matter’s Events and Tasks

You can view the events and tasks associated with a matter.

tasks/view-a-matters-events-and-tasks.htm#microcontent1
Set Up a Team Calendar

Each user has a calendar, but your firm can share a calendar, also known as a team calendar.

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Manage Calendar Events

You can create calendar events, invite participants, and link events to matters. You can add an event from the Quick Action menu or add, edit, delete events from a matter's details or the calendar.

calendar-calendar-tasks/manage-calendar-events.htm#microcontent1
Restrict a User’s Access to Calendars

As an admin user, you can restrict users' calendar access.

calendar-calendar-tasks/restrict-a-users-access-to-calendars.htm#microcontent1
Track Pending Tasks from Calendar View

You can track and complete pending tasks from the Calendar tab.

tasks/track-pending-tasks-from-calendar-view.htm#microcontent1
Manage Calendar Event Reminders

Event reminders allow you to set an alert for yourself and your attendees.

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Manage Calendar Event Comments

You can use comments to communicate with firm users regarding calendar events.

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