You can view the events and tasks associated with a matter.
View a Matter’s Calendar Events
From Matter Details
To view calendar events:
- From the left navigation panel, click Matters.
- On the Matters screen, either double-click the matter, or single-click it, then from the toolbar, click Details.
- From the Matters Details left navigation, click Calendar.
The Calendar screen opens, displaying a toolbar atop the screen and listing the events associated with the matter.
From Activities
To view calendar events:
- From the left navigation panel, click Activities.
- From the Activities left navigation, click Calendar.
The Calendar screen opens, displaying a toolbar atop the screen and the events calendar.
View a Matter’s Tasks
From Matter Details
To view the tasks associated a matter:
- From the left navigation panel, click Matters.
- On the Matters screen, either double-click the matter, or single-click it, then from the toolbar, click Details.
- From the Matter Details left navigation, click Task.
The Task screen opens, displaying a toolbar atop the screen and listing the tasks associated with the matter.
From Activities
To view tasks for all matters:
- From the left navigation panel, click Activities.
- From the Activities left navigation, click Task.
The task screen opens, displaying a toolbar atop the screen and listing all tasks.