Calendar
The calendar gives you a firm-wide view of what's coming up — every task and deadline across all your open matters, laid out by date. Reach it from Calendar in the sidebar.
Month and week views
Switch between Month and Week with the toggle in the top-right. Use the arrows to move between periods and Today to jump back to the current date; today's cell is highlighted. Month view is best for the big picture; week view gives each day more room and shows the matter beneath each entry.
What appears on the calendar
The calendar draws together two kinds of entry from your open matters (closed matters are left off):
- Tasks — shown on their due date. A task also appears as a deadline if it was flagged as an actual deadline when created (see Tasks).
- Deadlines — the date fields on a matter that are marked as deadlines, such as a filing or renewal date (see Data Fields).
Entries are colour-coded so you can read a day at a glance — the legend at the bottom shows Task, Task (Medium), Task (High), Deadline and Acknowledged. Where a day has more entries than fit, a +N more link reveals the rest. You can also drag an entry to another day to reschedule it.
Rescheduling or completing a task
Click a task to open its quick-action popover. From here you can Reschedule it with one click — Tomorrow, 3 Days, 1 Week, 2 Weeks, 3 Weeks, 1 Month or 3 Months — or Mark complete to clear it. The task's matter is linked in the popover if you need to open the file.
Acknowledging a deadline
Deadlines can't be rescheduled from the calendar — they reflect real dates on the matter — but you can acknowledge them to record that you've seen and actioned them. Click a deadline and choose Acknowledge.
Once acknowledged, the deadline records who acknowledged it and when, and switches to the acknowledged colour so the whole team can see it's been dealt with.