How do I create Calendar Rules?

  • Updated

You can create automated Calendar Events based on the rules calculated within LawToolBox. You can also choose a default set of Reminders for all Events created from LawToolBox.

This topic includes:

  • Setting up Calendar Rules
  • Adding Dates

Setting up Calendar Rules

To set up these Events:

  1. Navigate to your Calendar and select + on the right-hand side of the tab bar and select Create New Calendar Rule from the drop-down menu. 

  2. Fill in the required fields, including the Matter, State, Rule Set, and Trigger Date.

  3. Click Get Deadlines and select the Events you wish to create.


    This will create Events on your Calendar only for the selected dates.

  4. You can view or edit your saved selected Events on your Calendar by going to that date, or by viewing the Event list in your Matter details.

Adding Dates

If you wish to add dates that were not originally selected:

  1. Edit one of the Events that was previously created and select "Open Related Calendar Rules."



  2. Check off any additional Events you wish to add and select Update to create the rest of the Events, which can be found on the Calendar or under the Events tab of the Matter.
 

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