The Agenda Screen in Your Legal CRM Follow

The Agenda screen will help you stay on top of tasks that are assigned to you, calendar events that are coming up, and any of the recent activity that has occurred in the portal. To access the Agenda, use the blue menu on the left-hand side of the screen and click on "Agenda".

My Tasks

The “My Tasks” section located in the upper-left corner of the Agenda screen is where you will be able to view and keep track of any tasks that are assigned to you. There are several different views available that allow you to filter the tasks by when they’re due. By default, all tasks will be displayed but you can click on any of the blue display links to select the desired view.

A summarized view of each task is displayed just beneath the view settings. Any overdue tasks will have a red alert icon displayed next to the task's Due Date. Once you’ve finished working on a task, click on the checkmark button to the right of the task to mark it as completed and remove it from your task list. If you ever need to edit or view the complete details of a task, click on the pencil button.

Please note that tasks can be deleted in the “Tasks” page. You can access this page by clicking on the "Go to Tasks" option in the lower-left corner of the My Tasks section in the Inbox screen or it can also be found in the blue menu on the left-hand side of the screen.

Upcoming Events

The "Upcoming Events" section located in the upper-right corner of the screen is where you can keep track of the events in which you were added as an attendee, or events that are occurring on any records you are assigned to. The events are displayed in chronological order according to their date/time. The name of the user that appears to the left of the event title indicates the user that is set as the Assignee of that record.



You can quickly create a new calendar event by clicking on the "New Event" button located in the upper-right corner of the section. A pop-up will appear where you will be able to select the Lead/Case record to associate with the event and also configure the additional details of the event such as the title, location, attendees, start and end times, and more.



If you would like to view the events on a calendar, click on the "Go to your events" option in the bottom-left corner of the section to open up the Law Ruler Calendar.

Newsfeed

The “Newsfeed” section located in the bottom half of the screen is where you can keep track of everything that’s happening in the portal. The activity in the Newsfeed is updated in real-time, with the most recent activity showing at the top. Depending on your user account’s permissions, you may only be able to see your own completed activity in the Newsfeed. However, users with Admin Rights will be able to view the activity of all users in the portal. The name of the user that appears to the left of the activity descroption indicates the user that performed that activity. If you would like to view the list of activities on a full page, instead of using the mini view available in the Inbox, click on the “Go to your newsfeed” option in the bottom-left corner of the section.

If you ever need to track down any specific activity, you can use the search bar in this section to look up keywords related to that activity. In addition, you also have the option to apply filters to the activity logs that are shown in the Newsfeed.

For further information regarding the available features of the Newsfeed, please click here.