You can set a reoccurring event for a matter by following the steps below.
Example:
Start date 11/12/2024
End Date 11/20/2024
Start 8am to 5pm
Location: Courtroom 14
Repeat: Court Days (aka 8 day trial)
Description: Trial date
To create a new reoccurring appointment, click on "Add Deadline or Appointment" or "+Deadline"
Pick your start date & modify end date
Note: End date defaults to same as start date, unless you change it to be a reoccurring event
Toggle on for "All Day" or add the start and end time
Select new end date and set recurrence type as:
- Calendar days (counts every day) - Court days (skips holidays and weekends) - Weekly (e.g. every Tuesday) - Monthly (e.g every month on the 5th) - 45, 60 or Quarterly - Annually (annually on 10/5 of every year) |  |
Example:
Report due every 60 days for the next year
Add your description and save
Confirm details to avoid more events than you need
See all calculated appointments as an individual entry that can be modified as needed with custom descriptions, locations, times and unique notes.
Pro tip: Use the ellipsis at the top right if you need to apply the same changes to all
Please note, only "court day" selection will roll of weekends and holidays.
e.g. for calendar days or month option manually move the Saturday/Sunday deadlines to Monday or Friday
