How do I add an event to a Matter’s Calendar?
Each Matter has its own email address. You can view the email address in the Matter’s Dashboard in the “Matter Details” Tile. Clicking on the email will copy it to your clipboard.
When you want to add an event to a Matter’s Calendar, you create the Event in your Outlook Calendar as you would for any other event, and simply invite the Matter to the event by adding the Matter’s email to the list of attendees and clicking “Send”.
In Outlook Online, it looks like this:
In the Outlook for desktop, it will look like this:
First you click on “Invite Attendees”,
Then you add the Matter’s email address to the “required list”:
How do I add clients and related Contact to Matters?
To add clients or related Contacts to Matters, when on the Matter’s Dashboard, click on Settings -> Edit Once you are on the Settings page click “Edit” in the Contacts section. Edit Matter Contacts window will pop up. Click on the “Add ...
How do I sync My Tasks from Planner to my Calendar?
You can add the “My Tasks” from Planner to your Outlook to keep yourself on track. Go to “My Tasks” in Planner Select, the ellipse “…” next to Schedule at the top and then select ‘Add “My Tasks” to Outlook Calendar’. Follow the prompts to ...
How to install the Outlook add-in?
If you are an Office365 Administrator and you want to deploy the Matter365 add-in for all users check out this article: Add-in installation guide If your Office365 Administrator already deployed the Outlook add-in you can add it to your Outlook by ...
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...
On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...