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Events can be assigned to Matters to track events within a Matter. Events added in the Matters app will show in the main Calendar app.

To add an event to a Matter:

  • Switch to the Matters app using the app switcher links
  • Click a Matter record from the record list to open the Matter
  • Click the Events tab in the Matter attributes panel
  • Click the Add button in the Matter/Events toolbar
  • Choose a start date and time for the event
  • Choose a stop date and time for the event
  • Enter the place of the event
  • Enter a title of the event
  • Click the Assigned button and choose a user to whom the event will be assigned
  • Click the Save Changes button to save the record