The Calendar section provides a complete scheduling and workflow management system for the firm. It allows users to:
- View all events and tasks in monthly, weekly, or daily formats
- Manage multiple sub‑calendars
- Create and edit events
- Create and manage tasks
- Organize deadlines, appointments, and matter‑related activities
- Control visibility and permissions across the firm
These tools work together to help users organize deadlines, appointments, and workflows across the firm.
Displays all events and tasks in a visual layout. Key capabilities include:
- Monthly, weekly, and daily views
- Color‑coded events based on sub‑calendar
- Click any date to view or create events
- Toggle sub‑calendars on/off for clarity
- Integrated with matters, lawyers, and tasks
👉 See full wiki: Calendar (View)
Allows users to configure multiple sub‑calendars. Key capabilities include:
- Create new sub‑calendars
- Assign unique colors
- Rename or delete calendars
- Control visibility
- Assign permissions (who can view/use each calendar)
👉 See full wiki: Manage Calendars
Used to create or edit calendar events. Key capabilities include:
- Select sub‑calendar
- Set date, time, and duration
- Assign lawyer(s)
- Link to a matter
- Add notes or reminders
- Events automatically adopt the color and permissions of their assigned calendar.
👉 See full wiki: Event
Used to create and manage tasks. Key capabilities include:
- Set due dates
- Assign to a lawyer or staff member
- Link to a matter
- Track status (Not Started, In Progress, Completed)
- Tasks appear directly on the calendar and integrate with workflow management.
👉 See full wiki: Task
The Calendar section serves as the operational center for:
- Scheduling firm‑wide events
- Managing deadlines and reminders
- Assigning tasks to lawyers and staff
- Organizing matter‑related activities
- Coordinating team workflows
- Maintaining visibility across multiple calendars
- This ensures that all time‑sensitive activities are centralized, organized, and permission‑controlled.
- Multiple Calendar Views — Monthly, weekly, and daily layouts
- Color‑Coded Sub‑Calendars — Each calendar has its own color
- Permission‑Aware Scheduling — Control who can view or edit each calendar
- Matter Integration — Events and tasks can be linked to matters
- Lawyer Assignment — Assign events or tasks to specific lawyers or staff
- Toggle Visibility — Turn calendars on/off to reduce visual clutter
- Unified Workflow — Events and tasks appear together for complete visibility
The Calendar section provides a powerful, permission‑aware scheduling system for managing events, tasks, deadlines, and matter‑related activities across the firm. With tools for viewing calendars, managing sub‑calendars, creating events, and assigning tasks, it ensures complete visibility and workflow coordination for all staff.