Overview
The Company Calendar is a shared calendar visible to all users in your company account. It tracks important events such as hearings, deadlines and meetings. Events can optionally be linked to specific cases.
The Company Calendar is separate from the case-level chronology calendar, which is automatically populated by episodes added to document pages.
Accessing the Company Calendar
Click your initials in the top-right corner of the screen to open the navigation menu. Select Company Calendar from the menu.
Figure 1 — Company Calendar
Creating a new event
Click on a date in the calendar or click Add event.
Enter a title for the event.
Set the date and time. Toggle All day for all-day events.
Optionally add a description or location.
If this event relates to a case, select that case in the Link to case field.
Click Save.
Linking events to cases
When an event is linked to a case, it appears in both the Company Calendar and within the Chronology > Calendar view inside that case. This makes it easy to see all relevant dates for a case in one place.
Note: Company Calendar events are separate from the case chronology. Only episodes added to document pages feed into the automated chronology, timeline and episodes list.
Editing and deleting events
To edit an event, click on it and click Edit. To delete, open it and click Delete. Deleting an event also removes it from the case calendar if it was linked.
Viewing case events
To see all calendar events linked to a particular case, open the case and go to the Chronology tab. The Calendar sub-tab shows both Company Calendar events linked to the case and episode-based events from the case chronology.