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. You can: Assign tasks to users Assign task due dates Determine task priority Designate whether a user can begin a task immediately, or the task is contingent upon …
You can view the events and tasks associated with a matter. View a Matter’s Calendar Events
Each user has a calendar, but your firm can share a calendar, also known as a team calendar. Note: Creating a team calendar involves selecting a “host” user whose calendar is visible to all and making their calendar the firm’s default.
You can create calendar events, invite participants, and link events to matters. From Matter Details
As an admin user, you can restrict users’ calendar access. Restrict a User’s Access to Calendars To restrict a user’s access to calendars:
You can track and complete pending tasks from the Calendar tab. View Pending Tasks from the Calendar
Event reminders allow you to set an alert for yourself and your attendees. Add Calendar Event Reminders
You can use comments to communicate with firm users regarding calendar events. From Matter Details
