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The Matter Planner Calendar (legacy)

Updated

The Calendar is available as part of the Matter Planner interface.  This gives you an interactive way to schedule, view and track the important milestones around a specific matter project.

The Matter Planner: Calendar has a month, and list view calendar that shows you activities (tasks and events) that are specifically associated to the matter you are viewing.  

You can also use the drag and drop functionality to adjust the date frame of an activity element.

Matter List View

Matter List view

Choose a Matter

Matter Detail

Matter detail

Click on Matter Planner button

Choose From the Matter Planner Options

Choose from the Matter Planner options

Click Calendar

'Matter Activities: Calendar' Section

'Matter Activities: Calendar' section

Scroll down the page to the Matter Activities: Calendar

View the Tasks in Blue, Events in Green and Time in Green

Move the mouse to icon adjacent to date, click the icon as shown in figure above and pop-up opens.

See: Activities: Matter Activities: Calendar

Drag and Drop

DRAG & DROP

You can also use the drag and drop functionality to adjust the date frame of an activity element.

Switch Between Matters

Switch Between Matters

Click the Select A Matter drop-down to switch between Matters.

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