Link an Event or Task to a Matter

You can link an event or task to a matter from the Calendar, Practice Management, and Matter Details screens.

From Calendar

To link an event or task to a matter:

1. From the left navigation panel, click Calendar.
2. To the far right of the Calendar grid, click Tasks.
3. When either adding/editing an event or adding/editing a task, check the Link to Matter box.
4. Enter the client/matter name.
5. From the drop-down, click the appropriate match.
6. In the upper right corner, click Save.
   The system links the event or task.

From Practice Management

To link an event or task to a matter:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Calendar or Task.
3. From the toolbar, when either adding/editing an event or adding/editing a task, check the Link to Matter box.
4. Enter the client/matter name.
5. From the drop-down, click the appropriate match.
6. In the upper right corner, click Save.
   The system links the event or task. The system lists the matter to which a task is linked.

From Matter Details

To link an event or task to a matter:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots to the far right of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management screen, click Calendar or Task as applicable.
5. From the toolbar, click add an event or add a task, as applicable.
   The Add Event or Add Task screen opens. Check the Link to Matter box.
   Note: Since you are adding the event/task from within Matter Details, the system automatically checks the Linked to Matter box and populates the field with the matter name.
   
   

Note: The system displays changes made in the Calendar and Task tabs under the Practice Management and Matter Details sections.