Tasks
How Do I Attach Documents to Tasks?
You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark ...
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 ...
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 ...
How Does Zola Suite Handle Phone Calls to be Returned?
Anytime you have a phone call that needs to be returned, it would be considered a task to a Zola Suite user. A classic example would be an instance where a call comes in and the lawyer is unavailable so the secretary or paralegal takes down the ...
Task Overview Video
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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 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 ...
What Are Sub-Tasks?
Certain tasks, like filing a bankruptcy petition or preparing a contract for the sale of a home, have a number of steps which must be completed. Subtasks allow you to break up a parent task into more granular steps. As you complete the subtasks you ...
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 ...
Do I get a notification when a task is completed or is overdue?
When creating a new task, you have the option to receive a notification when a task is overdue or completed. You must select these options if you want to receive the notifications. To activate this option: Create a new Task Assign a user Under Alarm ...
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 Make a Task Recurring?
Certain tasks, especially those pertaining to the operations and accounting of the firm, are performed with regularity. You might set up a recurring task to invoice clients for unbilled time every other week or set up a task to connect with a ...
What Is the Difference Between an Alert and a Reminder?
Both alerts and reminders can be set up for tasks, however, they serve different purposes. As an assignor (the individual who assigns a task to another member of the team), you have the option to select an alert so you will receive a notification in ...
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.
How Do I Know If a Task I Assigned to Someone Has Been Completed?
When creating the task, there is an option for the creator to be notified when the Task is completed or overdue. If the Task isn't completed by the set due date, you will be notified. You can also check by using the advanced search feature within ...
What Does the Star Symbol Next to My Tasks Mean?
Marking a Task with a star labels it as a Priority Task. Doing so will bring it to the top of your Tasks list. You can undo this action by simply clicking the star again.
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 ...
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.
Can I Delete Tasks?
Yes, you can easily delete Zola Suite Tasks. Go to the Task Section, click on the Tasks Action button on the right and click Delete.
Why Can’t I Delete All Tasks?
Zola only lets you delete Tasks that you have created. If another user has assigned you a Task, you will not be able to delete it.
I Marked a Task Complete by 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.
Can I Assign a Task to a Different User After It Has Been Created?
Yes, you can! All you have to do is edit the task and change the "Assigned to" to the correct user.
Can I See Other People’s Tasks Within My Firm?
You can see other team member's Tasks by using the advanced search. Simply start typing their name and pick them from the list - Zola will do the rest. You can see multiple user's task lists by using the "Assigned To" field.
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 ...