Using The Global Docket

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Wish your Global Docket looked like your Outlook calendar?

Here’s How

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On the Home Ribbon, click on Global Docket.

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Use the filters at the top to view Docket items by user.

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‘Atty/Support:’ Select between you, another user, or all users in the firm to view upcoming or past items.

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‘Show:’ See all Active matters, Intake matters or both.

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‘From:’ Select a date range.

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TrialWorks will default the Global Docket to Datasheet view, click the Calendar radio button to change to a graphical view. View items in calendar view by Day, Week or Month.

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Select ‘Preview Report’ to view a report showing the Date, Time, Case Name, Description, for appointments or tasks set to be completed and who is
assigned to it.

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This report can be printed, emailed, exported to Excel, or converted to a PDF right from the Print Preview Ribbon.

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