Time Matters Basic Training
September 29th, 2011
Introduction and Overview
People
- View the People on a Matter
- Adding People
- The People List - What is the same person is on multiple matters
Calendar
- The Powerviews - Calendar and Calendar Future
- Adding Key Dates
- Adding Events
- Adding ToDos
- Deleting Events and ToDos
Key Dates
Events
ToDos
Delegating Tasks
- View Delegated Tasks on a Matter
- Delegating Tasks
- Delegated "By Me" List - Managing the tasks you delegate
- Delegated "To Me" List - Managing the tasks delegated to you
Documents
- Open Documents from a Matter
- Saving Word Documents
- Saving PDF Documents
- Saving Attachments to Email as Documents
- Documents list - The Powerful approach
- View Emails on a Matter
- Save Emails from Outlook
- Sending Emails from Time Matters
- Adding Attachments from Time Matters documents
- Email List - The Powerful Approach
- Configure Your Outlook - Time Matters settings
- Configure Your Time Matters for Email - Attachment Options