How Do I Make a Task Recurring?
Certain tasks, especially those pertaining to the operations and accounting of the firm, are performed with regularity. You might set up a recurring task to invoice clients for unbilled time every other week or set up a task to connect with a referral source each month. These tasks can be set to recur on a regular basis. To do this:
- Go to the Recurring tab inside of the Task
Select how often you would like it to recur, and select and 'End By' date.
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 ...
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. ...
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 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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