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 bar, as seen below).
How Do I Create a Document Template?
Document Templates are Word documents that you use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the client's name ...
How Do I Convert an Email to a Task?
If you are in an Email and the contents require you or a colleague to complete a Task, you can convert that Email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and ...
What is a "Task Template"?
If you are like most firms, many of your cases follow a consistent process. To make case management a bit more efficient, you may consider creating a task group which is series of sub-tasks that is remembered for future cases and can be carried over, ...
How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by: Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...
How do I make a Time Entry for my Task?
After completing a Task, you can quickly make a Time Entry. Click on the Task Action on the right and hit Create Time Entry. Happy billing!
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