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Action items

Create a date or event

Dates and events are milestones associated with matters. Examples of events include filing date or trial date. Examples of dates include due dates for status reports and unbilled amounts.
  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. On the toolbar, select Create date/event.
  5. Complete the new date/event form.
    1. Date - Type the date in the field or use the calendar icon to locate the date.
    2. Date/Event type - If you select the Choose from List option, you can use the dropdown to select a pre-defined date or event type from the list. If you select Other, you must enter a description in the field that appears.
    3. Description/Comment - You can optionally add an explanatory comment.
    4. Related to document - Click the Select button if you want to associate this date or event with a specific document. In the list that opens, click Select to select the document.
    5. Display in Dates/Events/Reports - This is a read-only field that indicates whether the date or event is included in reports.
    6. Access Security - Select an option to indicate which users will be able to view the event.
    7. Person responsible - Select an option to indicate who is the point of contact for the event. If you want to select someone other than the person defined as the Lead Company Person, click Select and select a name from the list.
    8. Email notifications - Select an option to indicate whether an email notification will be sent.
  6. On the toolbar, select Save & close.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company