CounselLink Answer Center for Clients

Calendar

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The Calendar allows users to track events related to matters and other supported records in CounselLink. Calendar events help manage deadlines, appointments, and important dates.

Visibility of events depends on your role and permissions. You may see only your own events or additional events based on your access level.

This article covers the following:

Viewing My Calendar

You can access your calendar from the Events tab of your User Profile page by clicking the View Calendar button.

Using My Calendar is similar to Matter Calendars. See this topic for more information on managing the calendar on a matter.

You can also access it from the Calendar Search page by clicking the View My Calendar button.

This opens the My Calendar page.

Viewing a Calendar Event

Click on the name of an existing calendar event to view a slide out panel of the event overview.

You can view all of the information about the calendar event here. Click View Event Overview to be taken to the Calendar Event Overview page.

Using the My Calendar Page

At the top of the page, you will see two buttons.

  • Permissions - Clicking this button will allow you to manage which users have access to the calendar.
  • Event Types - Use this to filter the events shown on the calendar by certain event types.

Hover over a time slot and click Create Event to create an event on the calendar.

Filtering the Calendar View

Action Description
Toggle day, week, or month

Click the arrows next to 'Today' toggle your calendar view. For example, if you are viewing by week, click the arrows to look at previous or future weeks.

Click the time frame next to the arrows to reveal a calendar drop down for selection.
Select calendar view

Select one of the following:

  • Day - View the calendar events by the day
  • Week - View calendar events by the week
  • Month - View calendar events by the month.
  • Agenda - View all upcoming events only.
Select time frame shown Click the Show full day or Show business hours button at the bottom of the calendar to view all hours of the day or only business hours.

Using My Calendar Permissions

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You can modify who has access to your calendar.

  1. Access your calendar.

  2. Click Permissions. The Calendar Permissions page displays.

  3. Click Calendar Access and select an option from the drop down list.

  4. If necessary, Click Add to add users that will have access to the calendar.
    1. Select the resource(s) that will have access.
    2. Click Add.
  5. Click Save.

Creating an Event on My Calendar

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You can create events for a matter to mark relevant meetings, milestones, or tasks associated with the matter.

  1. Access the Create Calendar Event page by one of two ways:

    • Click the Create Event button on the Calendar Search page.

    • Click Create Event on the Calendar page.

      The Create Calendar Event page opens.

  2. Enter the required information in the fields.

    Fields marked with an asterisk * are required.

    Field Description
    Event Type* Select a type of event from the drop down list.
    Subject* Enter a name for the event.
    Related To Matter Leave this empty if you wish to add the event to your calendar.
    Owner* If creating the event from the Matter Overview page, this field automatically selects your user name.
    Priority* Select a priority level for the event (High, Normal, Low) from the drop down.
    Progress Enter a number to indicate what percentage of the event is complete.
    Status Select a status of the event (Not Started, In Progress, Completed, Deferred) from the drop down list.
    Category Select a category of event from the drop down list.
    Private Meeting Select this box to only provide access to the event creator and the user with the Calendar Administrator role.
    Description Enter a description of the event.
    All Day Event Select this box if the event will last all day. The Start and End Time fields automatically update if this option is checked.
    Start Date* Enter a start date for the event.
    Start Time Enter a start time for the event.
    End Date* Enter an end date for the event.
    End Time Enter an end time for the event.
    Reminder Enter a number in the first field and select an option from the drop down in the second field (Day, Week, Month) to specify a time before the event to send out a reminder email.
    Recurring Event Select this box if you wish the event to repeat. If selected, you will be required to select a recurrence and an recurrence end date.

  3. Click Add Resources in the Resources section if necessary. The Select Resource window opens with a list of available users.

  4. Select the resource(s) you wish to add to the event.
  5. Click Add.
  6. Click Notify Resources to send an email notification to the resources you've added to the event.
  7. Click Save.

Finding Calendar Events

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You can locate existing Calendar Events by using pre-configured search links in the Calendar Events panel on the homepage. Once you find your event, click the title to view all of its details on the Calendar Event Overview page.

Click here to learn more about the search features in CounselLink.

Accessing Events from the Calendar Events Panel on the Homepage

The Calendar Events panel on the homepage contains quick links to the Calendar Search page. You can also click View Upcoming Events to be access the search page with upcoming events or Search to access the Calendar Search page.

Using the Calendar Search Page

Click the Search link in the upper right corner of the Calendar Events panel or from the top bar of the application. From here, you can use the search bar to find key words and filters and columns to modify your results.

You can also create an event or view your calendar by clicking the buttons above the search bar. Select one or more items from the list and delete them or update them.

Calendar Event Overview Page

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The Calendar Event Overview page contains all relevant information about the event. Here you can view and manage the event, including editing or deleting it.

Performing Actions on the Event Overview page

The top right corner of the Calendar Event Overview page contains several actions that you can perform on the event.

Action Details
View Calendar Click this to be taken back to the calendar.
Edit Click this to edit the calendar event.
Delete Click this to delete the calendar event.

 

Using the Tabs on the Calendar Event Overview Page

The overview page contains two tabs related to the event.

Tab Details
Resources This tab contains all resources that have access to the calendar event.
History This tab contains a history of all changes performed on the event since its creation.

Editing a Calendar Event on My Calendar

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You can not edit the Event Type of an existing matter. Unless you have the Calendar Administrator role, you can only edit events that you have created.

  1. Click the name of an event from your calendar and select View Event Overview. The Calendar Event Overview page displays.

  2. Click the pencil icon. The Edit Calendar Event page displays.
  3. Update the event information. 
  4. Click Save.
  5. Click Notify Resources to send an email notification to the resources you've added to the event.
  6. Click Save.

Editing One or More Calendar Events from the Calendar Search Page

  1. Place a check mark next to the event(s).

  2. Click Update Event Info. The Calendar Mass Update window displays.

  3. Edit the fields as needed.
  4. Click Update.