Can I See Other People’s Tasks Within My Firm?
You can see other team member's Tasks by using the advanced search. Simply start typing their name and pick them from the list - Zola will do the rest. You can see multiple user's task lists by using the "Assigned To" field.
When I Create a New Task, I See I Can Choose a Color for It. What Is This for?
The colors are simply for organization or priority. Choosing one of these colors will add a vertical stripe of that color to the left of the task in the list view. This allows you to be able to differentiate certain tasks from others as well as ...
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
What is a Firm Collaborator?
Through the Firm Collaborators feature, you can assign additional users to a matter. A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal. To add a Firm Collaborator, navigate to ...
How do I to Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
Adding Firm Attendees On Calendar Events
When it comes to creating a calendar Event that multiple Zola Suite users will be attending, there is no need to invite them as an attendee via email. Each Zola Suite user has their own unique Calendar, where they can add Events for themselves, or ...
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