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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.

Lexzur > How to Add New Events > stages and activities add event.png

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

Lexzur > How to Add New Events > image2022-5-24_11-22-19.png

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.

Lexzur > How to Add New Events > image2022-5-24_11-23-44.png

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

Thank you!