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 ...
When I Create a New Task, I See I Can Choose a Color for It. What Is This for?
The colors are simply for organization or priority. Choosing one of these colors will add a vertical stripe of that color to the left of the task in the list view. This allows you to be able to differentiate certain tasks from others as well as ...
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.
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 ...
What is a "Task Template"?
If you are like most firms, many of your cases follow a consistent process or workflow. 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 ...