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Dates and events

Viewing Dates and Events

To view the dates/events in a matter:
  1. Access the applicable matter.
  2. Click
    Events
    .
  3. Select the timeframe you want to view from the second view selector. The selections include:
    • Next 7 days
    • Next 30 days
    • Next 90 days
    • All-Current Date Forward
    • All-Including Past Dates/Events
  5. Click
    Change view
    .
  6. To view the details for a specific date/event, click the date link for the date/event.

View Dates/Events across a set of matters

To view a list of dates/events across a set of matters:
  1. Click
    Home > Matter Events
     in the left navigation.
  2. In the first dropdown, select
    Event list
    .
  3. For the second view selector, select the matters you want to view dates/events for. You can view:
    • All of your matters.
    • All matters you are a participant of.
    • All matters you are a lead of.
  5. Select the timeframe you want to view from the third view selector. The selections include:
    • Next 7 days
    • Next 30 days
    • Next 90 days
    • All-Current Date Forward
  7. Click
    Change view
    .
  8. To view the details for a specific date/event, click the date link for the date/event.

View Dates/Events across all matters

To view a list of dates/events across all matters:
  1. Click
    Home > Matter Events
     in the left navigation.
  2. Select
    Event list
     for the first view selector.
  3. Select
    All My Matters
     for the second view selector.
  4. Select
    All-Current Date Forward
     from the third selector.
  5. Click
    Change view
    .
  6. To view the details for a specific date/event, click the date link for the date/event.

Export Dates/Events data

You can export dates/events data to a .csv file, which you can then open and edit in a spreadsheet program such as Microsoft Excel.
To export the dates/events data:
  1. Use the view selectors on the Matter events page to display the list of dates/events you want to export.
  2. Click
    Export CSV
     in the toolbar.
  3. Navigate to where you want to save the exported .csv file.
  4. Click
    Save
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm