How Do I Attach Documents to Tasks?
You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so:
- Click on the 'Attach Zola Doc' tab
Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark next to the Documents and then click on "Attach"
How Do I Edit an Existing Task?
Editing existing Tasks in Zola Suite can be done using the following steps: Navigate to the Task Section, either on the Dashboard or from the left side navigation bar. Click on the Pencil Icon to the right of the Task to edit.
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
What Are Sub-Tasks?
Certain tasks, like filing a bankruptcy petition or preparing a contract for the sale of a home, have a number of steps which must be completed. Subtasks allow you to break up a parent task into more granular steps. As you complete the subtasks you ...
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 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 ...
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