I marked a Task complete on accident, can I reverse this?
Of course you can! Simply clicking the green check mark in the Tasks' row will move it back up to your Incomplete Tasks.
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 ...
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 ...
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 ...
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
If I add a new task and don't assign it to a matter, can my entire team see it?
Yes, unless the matter is assign to a matter with restricted permission or is marked as a "Private Task", members of your team will be able to see the task in search results and in the Activity Feed.
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