Calendar
The Calendar shows everything with a date across your cases on one monthly grid: case deadlines, task due dates, to-do due dates, hearings and interviews.
Navigate to Calendar in the Practice group of the left sidebar. Every staff member can open it; what appears on it follows your other permissions (see What appears on the calendar).
1. What appears on the calendar
| Item | Placed on | Shown when you can |
|---|---|---|
| Case | The case or lead due date | see the case (case.read) |
| Case expiration | The case expiration date, shown as "Case title (expires)" | see the case (case.read) |
| Task | The due date of a case step | see the case |
| To-do | The to-do due date | see the to-do (task.read) |
| Hearing / Interview | The event date, at its time if one is recorded, with the client's name | see the case (case.read) |
The calendar shows exactly what you would see in the matching lists. Cancelled hearings and interviews are left out.
Within each day, items are listed in time order. A legend on the right of the filter bar explains the icons for hearings, interviews, tasks and to-dos.
2. Moving around
The calendar shows one month at a time.
- The month name is the page title. Use the Previous month and Next month arrows beside it to move.
- Click Today to jump back to the current month.
- The counter next to it (for example "42 items this month") counts the items in the month, after filters.
Days from the previous and next month that fill the first and last week are shown greyed out.
3. Filtering
| Filter | Options |
|---|---|
| Type: | All items, Cases, Tasks, To-dos, Hearings & interviews |
| Case type: | Shown only for Cases: All types, Case, Lead |
| Status: | Shown once a type is chosen; lists the statuses of that type |
Status options per type:
| Type | Statuses |
|---|---|
| Cases (Case) | In progress, Completed, On hold, Submitted, Cancelled |
| Cases (Lead) | New, In progress, Open deal, Not retained, Retained |
| Tasks | In progress, Not started, Pending, Done, Cancelled |
| Hearings & interviews | Scheduled, Completed, No show |
| To-dos | To do, In progress, Done, Cancelled |
Active filters appear as small labels next to the filters. Changing the type resets the other two filters.
4. Opening an item
Click a day to open a list of everything on that day, with each item's type and status. Click an item to go to it:
| Item | Opens |
|---|---|
| Case or case expiration | The case |
| Task | The case, with that step selected |
| Hearing or interview | The case's Events tab |
| To-do | The to-do window, where you can update it without leaving the calendar |
When a day holds more items than fit in its cell, the cell shows "+N more"; click the day to see them all.
5. Adding a to-do from the calendar
Permission required:
task.create
- Click Add to-do at the top of the page, or hover over a day and click the Add to-do button that appears in its corner.
- Fill in the to-do as described in Tasks & To-dos.
- Click Create to-do. The calendar refreshes and shows the new item.
6. When something is missing
- If part of the data could not be loaded, a notice says which kinds of items are missing (for example "hearings & interviews"); the rest of the month is still shown.
- A very busy month can hold more items than the calendar shows at once. A notice tells you which kinds of items were cut off; use the filters to narrow the view.
- Task due dates come from each workflow's due date settings. If tasks are missing from the calendar, check that the steps have due dates (see Workflows).
7. Calendar on a case
Each case also has a Calendar tab with a monthly calendar limited to that case. See Cases.
For a table of all upcoming hearings and interviews across your cases, use Events.