Overview
When you are connected to Microsoft Office 365 Outlook Calendar, you will see all events from your Office 365's calendar events that are associated to the matter.
You can filter, search, and associate/link or unassociate/unlink calendar events from the matter.
You can also import your Outlook Events via a CSV file.
How To Add An Event For A Matter
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter details page, click the "Events" tab
You will now see a list of Microsoft Outlook Calendar events that are associated with the matter
You can filter by Calendar and Date Range
Click "Add Event" to add a new calendar event associated with matter
Enter Title of event
Check/Uncheck All Day Event
Enter Attendees
Enter Start Date (if All Day is unchecked)
Enter End Date (if All Day is unchecked)
Enter Location
Select Calendar
Click "Save"
You have successfully created a new Outlook calendar event and it will be automatically associated to the matter.
You should see this new calendar event in the table. You may need to adjust your filters if you do not see the event.
Click on the "Calendar" tab to view a daily, weekly or monthly view of the calendar of all associated events.
If you have any questions, please feel free to contact us.