Join this webinar to learn step-by-step how to create tasks, schedule consultations and send automatic reminders and other scheduled emails directly through the Matter Info Page.
What you'll learn:
- the components of the Matter Info Page;
- when to conduct activities from the Matter Info Page vs. the Contact Info Page;
- how to add single item workflows to a matter, including tasks, scheduled appointments, and scheduled emails;
- how to assign items to users & set due dates and reminders;
- what types of items appear in the matter timeline & Agenda; and
- how to view & filter items in the Agenda.
> Matter Index Page > Matter Info Page > Add to Workflow Button > Tasks > Appointments > Emails > Notes > Matter Timeline > Agenda Page > Filters