You will be able to add Key Dates
Adding Key Dates from the Matter
1. Find the Matter
2. Use the Create New Button - select Key Date
3. OR use the add icon in the powerview
Key Date Form
1. Date = Date of Key Date
2. Code = type if used
3. Description = be as descriptive as possible
4. Staff = people that want to monitor this key date
5. Regarding = Matter - should be filled in automatically
6. Memo = any additional notes
7. Send to billing = Will create a billing item
Quick Create - logically adding records
1. The lightning bolt will Open the QuickCreate area
2. Pick the area you are calendaring - click the green plus sign
3. Pick the record you want to add. A Triangle is a key date. The form will open will as much information filled in as is possible