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.
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
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 ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
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! Navigate to the Email Section Find the email you would like to convert to a Task and click on it. ...
Can I Edit Contact Tags?
Zola Suite offers Contact Tags to help organize and give your Contacts some extra context. This feature is great for exporting a Contact list out of Zola for mail merge purposes- but how do you edit the tags that are already in Zola? In Firm ...
Experiencing degraded performance in Zola Suite?