How Do I Convert an Email to a Task?
If you are in an email and the contents require you or a colleague to Task you can convert that email to a Task quickly and easily within Zola Suite!
Why Should I Add My Email Account to Zola Suite?
Email is an essential piece of Zola Suite, and the one time setup is quick and painless. With our native email client, you get all the features of a regular email client in addition to being able to: Assign multiple emails to a matter with a click of ...
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 ...
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 Make a Time Entry for My Task?
In Zola Suite you have the ability to easily create a Time Entry for any completed Task. Follow the below directions to learn how to create a time entry for a task: First navigate to the task section of Zola Suite. This can be done through your ...
Email Setup Overview
Zola Suite's Email integration allows you to connect an existing email account to Zola Suite to help you manage your day-to-day tasks in one location. Follow the steps below to get started: When you log into Zola Suite, the first page you will see is ...
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