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 completed and hit enter to add it to your pending list. By default, the system will assign the task to you and make the due date today at 5:00 PM, so it doesn't fall off your radar.
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 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 ...
What is a Merge Field?
Have you ever used mail merge? This is a similar concept to using Zola Suite's Document Templates. Zola Suite uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
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