Adding Important Dates to Outlook

Last week we learned where to keep Important Dates in TrialWorks. Now, it’s time to remember them by adding them to Outlook. Here are a few ways how:

Click on the ‘Docket’ tab to access the Important Dates button.

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Along the bottom toolbar, click ‘Date Info’

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All entries can be added at once by clicking the ‘Send All Entries to Calendar’ button

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To add just one deadline to the TrialWorks Docket, Outlook Task or Calendar, right click on the specific date and select to ‘Send Date to’ the appropriate source.

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Once a docket or calendar item pops up, the invitation can be modified. Please note, any invitees in the case will be automatically invited.

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Reports are a great way to see Important Dates for all cases.  To see a Trial Calendar for a selected date range, click on the ‘Reports’ tab from the Home Ribbon and select ‘Trial’

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Have you missed any of TrialWorks previous Tip of the Week or blog posts? Head back to blog.trialworks.com and check them out!

 

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