Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Dates and Events

Editing Dates and Events

Required role | Only a matter administrator or matter editor can edit dates and events for a matter.

Edit an event on the Events page

To open a specific date/event, click on the hyperlinked date. To view and edit the dates and events associated with a particular matter:
  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Select the hyperlinked name of the relevant matter to open it.
  3. Select the
    Events
     tab.
  4. Select the hyperlinked date to open it.
  5. On the toolbar, click
    Edit Date/Event
    .
  6. On the page that opens, make the necessary changes.
  7. On the toolbar, select
    Save & close
    .

Editing dates and events on other pages of a matter

Dates and events are also shown on other matter pages, such as the matter profile and the contract profile. Select
View/edit details
 where it appears next to a date to open the edit screen.
You can also select
Save iCalendar
 to save the event to your calendar. The .ics file for the event is saved to your computer's downloads folder. This is a universal calendar format that works with most calendars such as Microsoft Outlook and Google Calendar. Navigate to your Download file and double-click the .ics file to add it to your calendar.

Deleting Dates and Events

Certain dates are pulled from the matter profile and cannot be deleted. You can edit some aspects of the date from the Events page, but you must open the matter profile to edit the date itself.
Required role | Only a company matter administrator can delete a date or event.
From the open date or event, select the three small dots icon on the toolbar and click
Delete Date/Event
.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company