Activities

Activities allow users to schedule meetings (Events) and track business related Tasks. With AdvoLogix Activities can be related to Matters and automatically scheduled using business process automation features such as Action Plans or Process Builder.

1. Events

Events are used to track meetings with clients, courts, and other business related engagements. Events are assigned to a specific user, date and time and may optionally be setup to recur over a period of time.

Events appear in personal calendars and when related to other records (Contacts, Matters, etc) also appear in the related list section of the underlying record.

In AdvoLogix, in addition to personal calendars, Matter related Events are also displayed on the Matter Calendar and Matter Gantt providing a holistic view of all Matter related activity.

2. Tasks

Tasks are used to track a clearly defined unit of work, assigned to a specific user. Tasks are assigned to a specific user with start and completion dates and are kept updated with their current status.

Tasks appear in personal task lists and when related to other records (Contacts, Matters, etc) also appear in the related list section of the underlying record.

In AdvoLogix, in addition to personal task lists, Matter related Tasks are also displayed on the Matter Calendar and Matter Gantt providing a holistic view of all Matter related activity.

3. Activity Automation

AdvoLogix provides several business automation tools to assist organizations with the process of automatically creating and assigning activities. These tools allow organizations to design and stage workflow processes based on virtually any  criteria. The two most common tools are:

  • Action Plans are a group of related, optionally dependent, Tasks and Events executed in unison with one another.

  • Process Builder is a visual workflow designer capable of creating and assigning Activities and Action Plans based various conditions.

For more information on choosing the best way to view activities see our chapter on the working with calendars in AdvoLogix.