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View Matter Events and Tasks

This feature is utilized when the user needs to view events and/or tasks specific to a matter.
 
These events and/or tasks can also be viewed in the calendar and task tabs on the Activities page.

Start at the Matter page
 
Click (highlight) the matter with the event(s) and/or task(s) that you wish to view, and click “Details” or Double-click the matter.
 

Click the “Calendar” tab to view events
 
You will see the events you added here.

 
Click the “Task” tab to view tasks
 
You will see the tasks you added here.
 

You can add/edit and delete items from within the matter, and those changes will reflect under the main activities tab.
Updated on May 30, 2018

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