This article will walk you through how to sync deadlines to your calendar, and the calendar for everyone on the matter.
How to sync deadlines:
Matter Menu > View & Edit Deadlines > Sync > Add Selected
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Step 1:
Navigate to your matter name and click to open the menu
Go to "View and Edit Deadlines"
Step 2:
Notice a status bar above your deadline chart: best practice is all deadlines should be green.
- Green = Synced (represents synced and added to the calendar)
- Orange = Not Synced (represents calculated, but not added to the calendar)
- FAQ - Matter Sync Status
Example: 2 Synced and 2 Not Synced
Step 3:
Optional: Click Filter > View Not Synced
Step 4:
Click Sync > Add Selected
*By default, all deadlines will be selected in the check box
Pro tip: Did these events need to stay off Outlook? Use the label feature to mark as "off calendar" so you can ignore next time
Step 5:
Appointments successfully added! Popup will appear
The status bar will be fully green
All deadlines will appear green
Notes:
- If you add a new user to the matter, they will automatically receive all synced deadlines on the calendar.
- If you move deadlines that are already synced, they will automatically update on the calendar.
- If you receive an error message, instead of a "success" message, check "Audit Sharing". You may need to be re-added to the matter
Pro Tip:
Use the dashboard view or the date range report to make quick changes across multiple matters
- Check "My 7 Days" to run a quick 7-day report
- Use the status bar, filter, or search options to find what you are looking for quickly
- Use the ellipsis and make changes for deadlines in the next 7 days across multiple matters
