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 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 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!
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, ...
What is the "Quick Task" field?
If you're like most people, you often have those moments where you think of a to-do and quickly jot it down so you don't forget to complete it. The Quick Task feature allows you to do just that. In a matter of seconds, you can jot down the task to be ...
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