What is the difference between a Task and an Event?
Within each matter, you will find separate sections 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 may be an initial consultation with a prospective client or a court date. An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence.
A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list. A Task may include drafting a pretrial motion or completing discovery before trial. In contrast to an Event, you don’t invite others to attend a Task, instead, you can assign it to be completed by another member of your team, and receive notifications when a Task is completed or past due, allowing you to closely monitor work-flow.
Tasks will NOT create Calendar Events.
My Calendar Events Are Not Syncing
If you are trying to sync calendar events in Zola Suite and your sync status is active, the following may occur: Delay in Sync - due to the size of the Calendar, it may take up to 15 to 30 minutes for a full and complete sync of all calendar entries. ...
How Do I Change the Names and Colors of Event Categories on My Calendar?
If you would like to change or create new Event Categories for Calendars you can! You can also change the colors to keep yourself more organized! Go to your account's Firm Settings. In the Event Categories section, you can add new event categories or ...
How do I View Other Users' Events?
Zola Suite's Calendar allows you to view Events scheduled for yourself, as well as for other users at your Firm. You have the ability to choose which users you would like follow, so you can automatically see their Calendar from both the main Calendar ...
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 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 ...
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