How Do I Assign a Task to a Matter?
When you are creating or editing a Task
you have the ability to assign the Task to a specific Matter.
If you click on the drop-down list under Matters, you will be able to select the Matter and upon Save, you will see the task in the Task tab in that Matter, and see the Matter in your Task list.
How Do I Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
If I add a new task and don't assign it to a matter, can my entire team see it?
Yes, unless the matter is assign to a matter with restricted permission or is marked as a "Private Task", members of your team will be able to see the task in search results and in the Activity Feed.
What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
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