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...
- Doubleclick 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.