View a Matter’s Events and Tasks
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 click on the three dots to the far right of the row and from the drop-down, click View.
- From the tabs atop the Matter Summary section, click Matter Management.
- From the tabs on the Matter Management section, click Calendar.
The Calendar screen opens, displaying a toolbar atop the screen and listing the events associated with the matter.
From Calendar
To view calendar events:
- From the left navigation panel, 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 with a matter:
- From the left navigation panel, click Matters.
- 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.
- From the tabs atop the Matter Summary section, click Matter Management.
- From the tabs on the Matter Management section, click Task.
The Task screen opens, displaying a toolbar atop the screen and listing the tasks associated with the matter.
From Practice Management
To view tasks for all matters:
- From the left navigation panel, click Practice Management.
- From the Practice Management menu, click Task.
The task screen opens, displaying a toolbar atop the screen and listing all tasks.