Child pages
  • How to Add New Events




You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Objectives

  • Insert an Event related to the stage in the database

Steps

In App4Legal you can add a new event in the Stages & Activities tab via the Actions button→ Add Event, or from the add new event plus button within the Events section. You also have the option to add sub-events in the Events section.

When adding a new event, you have to fill some mandatory fields depending on the event type: 

  • Event type
  • Subject
  • Date
  • Topic
  • When you will meet again
  • Created by: by default the logged in user

You will be able also to add reminders to this event, select the user to remind, and the remind on date and time.

A checkbox to add the event to the calendar is also available.


For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!

  • No labels

This page has no comments.