FAQ - Calendar - Add Misc Deadline or Reminder : LawToolBox Support

This article will walk you through how to add any manual deadlines in LawToolBox.

Add your date, time, location and description for any deadlines that need to be added to your matter.

Update:

We have incorporated a lot of feedback and added a lot of new appointment features in the last few months.

Read below for each feature available and how to use them.

The updated the layout is available on 5/3/24 to make it easy to customize your events.

Button locations have moved to accommodate additional features
The "+ notes" feature has been updates to support tables and HTML links
The "external attendee" tab allows to add and track the external deadlines such as clients or co-counsel
Additional "Time zones" became available on 3/24/24 to accommodate multi-state practices

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New layout:

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How to add a manual entry:

Click on add deadline or appointment or +deadline

Click on a matter name to add new entry

"Add deadline or appointment" from menu	+ Deadline from the matter

Features available:

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1. Add a Deadline or Appointment

"Start date" Add start date for your event Add end date it this event goes for more than 1 day (e.g. 10 day jury trial) "Does not repeat" > Set recurrence to change the cadence Use the "+/- Calculator" if you need to move the deadline or appointment a specific number of days (details below)
"All day" Deadlines or appointment Toggle "all-day" for Deadline Add "start time" and "end time" Can be typed for 5 min increments Change timezone if needed (New 3/24/24) Check availability for "matter members"
"Location" In person or virtual. Required if not all-day Type address in the location field Toggle for Teams Meeting Toggle for Conference Room (does not book automatically) + Link to add a Zoom or WebEx links + Label (Done, Urgent, Follow, Pending, etc.)
"Description" Outlook calendar subject line Enter your detailed description up to 300 characters Outlook invite body + Notes for extra character space up to 2500 characters or HTML format (links, tables, etc.) Hit blue "save" when done to sync Hit green "save & add more" if you have additional entries you wish to sync to refcesh To skip the calendar, deselect "Sync to outlook"

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2. Added notes:

+ Notes for extra character space up to 2500 characters or HTML format (links, tables, etc.)

Add your note & save:

In Outlook:

In LawToolBox click "View note"

Pop-up view:

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3. Share deadline externally

New field for external parties:

In LawToolBox:

Deadline or appointment in outlook will include Jean Contoso + Matter members

Jean's outlook view:

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4. Calculate a manual deadline

If you need to calculate the date of your deadline from a scheduling order or an extension

e.g 30 calendar days from 11/14/2022
Enter in your date at the top
Click +/- Calculator
add your calculation e.g. 30 calendar days
Add a description to define your calculation (e.g. Sample deadline extended 5/2/2024 + 5 Court Days)

Saved entry:

What's different?

Updated on 5/3/2024	Before 5/3/2024

LawToolBox Support