Adding a user to the Assigned To field

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Need to assign some Docket Items but can’t find the firm’s newest employee
on the Assigned To list?

Add them!

Start at the Docket Tab.

1

Add a new Docket Entry by clicking the button with the yellow plus sign along the bottom toolbar of the Docket Tab.

2

Complete the details of the docket item. Make sure to include at least a due date, description and activity. Next, click the ‘Plus Sign’ to pull up a list of users to assign the Docket Entry to.

3

If you don’t see the user’s name on the list, you can add them by clicking the
plus sign at the bottom of the “Select an Assigned To” window.

4

Enter the new employee’s name and select ‘OK’

5

The name you entered will now appear in the drop-down list of ‘Assigned To’ users.

You must assign the newly created user to a Docket Entry to allow TrialWorks
to save and remember the user for the next time.

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6

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