This article will show you the different types of entries you will see in your deadline chart.
- Trigger Date
- These events are calculated with our rules
- If you move or delete a trigger date, it will impact the related deadlines
- If you click on the label "trigger date" you can filter for related deadlines
- If you click "recalculate", that will allow you to recalculate the trigger and subsequent deadlines
- If you click "add start time", you can add a time and location
- Appointments
- An appointment is anything that includes a start time and a meeting location
- You can turn any trigger date or deadline into a time-of-day event
- You can create an appointment manually or update an existing entry
- Deadlines
- Deadlines are the events that get calculated off a trigger date you have entered
- These will follow the rule and jurisdiction you selected
- You can edit these entries individually
How to add:
Add new calculations, deadlines, or appointments
- In a matter (top right corner)
- Matter menu:
Event examples:
Event types:
Trigger Date Used as the main calculator | Deadline A related deadline generated from a trigger date or any other all-day event | Appointment Any event set to a specific time of day | Trigger Date/ Appointment Main calculation event with a start time | External Deadline Any all-day event that has been shared with an unlicensed mailbox |
See more:
FAQ - Edit - Add location and time to hearings
FAQ - Calendar - Share a deadline with expert or client