In this lesson you will learn how to add key dates.
Highlight Matter - Create New
1. Find the Matter (if you are having issues finding your matter see the Navigation lesson here
2. Cick Create New
3. Select Key Dates
4. Press OK
5. Alternativley you can click the green plus beside the word Key Dates.
Option - QuickCreate - Quickly add standard calendar entries
1. Click the Lightning bolt . The QuickCreate area will appear above.
2. Double-click the green icon next to the area and the options for that area will appear above
3. Click the word on the record that you want to add. This will add a pre-populated record. The icons show what type of record is being added.
The Key Date Form
1. Enter the date of the Key Date
2. Code if used
3. Description = full description of the date
4. Staff = all of the staff that want to follow the status of the key date
5. Regarding = the matter. This should be properly filled in automatically
6. Memo - any additional notes or updates