Link an Event or Task to a Matter

You can link an event or task to a matter from the Activities and Matter Details screens.

From Activities

To link an event or task to a matter:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, 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 lower right corner, click Save.
   The system links the event or task.

   The system marks linked events with a file folder icon.

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 the matter to highlight it, and then from the toolbar, click Details.
3. From the Matter Details left navigation, click Calendar or Task as applicable.
4. From the toolbar, add an event or add a task as applicable.
   The Add Event or Add Task screen opens. check the Link to Matter box.