Track deadlines, court dates or other important dates on your matter using the 'Key Dates' feature.
Do you need to capture key dates on a matter, such as a court date, a regulatory deadline or a closing date on a transaction? These dates require the attention of all team members on a matter and should be recorded to bring attention to these dates.
To include a 'Key Date' on a matter:
- From the matter form, select the 'Tasks' tab
- Click the 'Add Task/Date' button on the right hand side of the screen
- Select 'Key Date' and complete the relevant information
The key date will display in the list alongside your tasks on the matter.
You can also add a key date to your personal calendar. Learn how here.