What is the "Quick Task" field?
The Quick Task feature is an awesome feature for when you're having those moments where you think of a to-do and need to quickly jot it down so that you don't forget to complete it. In a matter of seconds, you can jot down the task to be completed and hit enter to add it to your pending list. By default, the system will assign the task to you and make it due the same day at 5:00 PM.
If you wish to change the date or assign the task to a member of your team, you may do so by editing the task.
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 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 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?
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 ...
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 ...
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