How Do I Create Calendar Rules?
You can create automated Calendar Events based on the rules calculated within LawToolBox. You can also choose a default set of Reminders for all Events created from LawToolBox.
- In order to set up these Events, go to the Calendar, and select the Plus sign on the right-hand side of the red toolbar and choose "Create New Calendar Rule."
- Fill in the required fields, including the Matter, State, Rule Set, and Trigger Date:
- Once the Required Fields are filled in select "Get Deadlines."
- Select the Events you wish to create.
This will create Events on your Calendar only for the selected dates. - Once you save the selected Events, you can view or edit them on your Calendar by going to that date OR by viewing the Event list in the Matter Details Page.
If you wish to add dates that were not originally selected:
- Edit one of the Events that was previously created and select "Open Related Calendar Rules."
- Check off any additional Events you wish to add and select Update.
- This will create the rest of the Events, which can be found on the Calendar or under the Events tab of the Matter.
Related Articles
How Can I Change a Date Created through a Calendar Rule?
If you create Events and deadlines using Zola Suite's integration with LawToolbox, you may need to update it or change the series at some point. Here are some tips on different ways you can edit your Events. 1) Changing an individual Event or ...How Do I Create Default Reminders for Calendar Events?
If you are using LawToolBox to create automated Events based on court dates, Zola Suite offers the ability to set standard reminders for each of these Events. Default Reminders can only be set up for LawToolBox Events, not individual Events. ...What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...How Do I Change Event Category Colors?
Every event can be added with a category filter. Each category filter has its own assigned individual color. In order to change the color of the category filter... Go to the Firm Settings by pressing your name on the top right of the screen. ...How Do I Change the Names and Colors of Event Categories on My Calendar?
If you would like to change or create new Event Categories for Calendars you can! You can also change the colors to keep yourself more organized! Go to your account's Firm Settings. In the Event Categories section, you can add new event categories or ...