Events

Add an event

  1. Click New event on the calendar, or Add event on a matter.
  2. Fill in:
    • Title, and a Type if it is one: deadline, hearing, court date, filing, deposition, meeting or other. Deadlines and filings are drawn as deadlines on the calendar.
    • When it starts and ends, or tick All day.
    • Location: an office, a court or a video link.
    • Matter: link it to a matter, or leave it unlinked.
    • Description.
    • Attendees: staff and contacts. Staff attendees see the event and are notified when it changes. Contacts are listed for reference and aren't notified.
    • Private: only you and the staff attending see it, even on a matter.
    • Repeat: daily, weekly, monthly or yearly, every so many days, weeks, months or years, ending never, on a date or after a number of occurrences.
    • Reminders: see Reminders.
  3. Click Save.

Repeating events

Editing a repeating event changes the whole series. To skip one date, open that occurrence and click Delete this occurrence: the rest of the series stays.

Who can change an event

  • An event without a matter is edited by the person who created it.
  • An event on a matter is edited by people who can edit the matter. A private one also needs to be yours.
  • Attendees can see an event but not change it.

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