Activities
Every follow-up of the firm in one task list: due times, priorities, reminders, timers, recurring work, and centers that track the progress of a matter.
Tutorial 1
Schedule and finish an activity
Plan a call from a contact's chatter, find it in My Activities, time the work and mark it done, the path every activity follows.
How-to 6
Work through your activity list
Read My Activities, keep what is overdue with a filter, see the work by status on the board, and put an activity on hold or back to work.
Track time on an activity
Plan the hours an activity should take, start and stop its timer from the list or the form, and read the sessions and the time spent.
Repeat an activity
Make an activity repeat every few days, weeks or months until a date, and see how marking it done schedules the next occurrence.
Run a matter with a center
Group the activities of one matter in a center with a progress bar, and create a center and all its activities from a template in one click.
Print activities
Print a PDF list of activities filtered by due date, status, type, tag, person, client or center, or the details of one activity.
Activities settings
What each option of the Activities settings does, from due times and dependencies to reminder and event emails, then activity types and tags.
Reference 1
Activities automations
What Activities does by itself: three scheduled jobs, five email templates and the follow-ups created when activities are done, with how to stop each one.
Explanation 1
How activities work
What an activity holds, how its status changes, who sees what, how dependencies, meetings and emails work, and what the app does not do.