Overview
In MyCase, you can create and share calendar events for your cases. Follow the steps below to start adding calendar events:
Start the Process: Select the Add Event button or click on the date and time on the calendar.
Link to a Case (Optional):
If the event is linked to a Case or Event, choose the Case or Lead from the drop-down menu.
If not linked to a case (e.g., a staff meeting), select the "This event is not linked to a case" checkbox.
Share the Event:
For case-linked events: You will see firm users associated with the matter. Share with them by clicking the box by their name. You can also share with contacts and clients with MyCase client portal access and designate if their attendance is required.
For non-case-linked events: You will see a list of all firm users that you can share the event with.
Name and Color: Enter the event name and optionally assign a color type to the event.
Set Date and Time: Choose the event’s date, time, and duration.
Recurring/Location (Optional):
Check the box to mark it as an all-day event if applicable.
Select the This event repeats checkbox if it's a reoccurring event and specify the repetition.
Choose a Location or add one.
Add Details: Enter any additional information about the event in the Description box.
Reminders (Optional): Add reminders which can be set up as email or pop-up notifications.
Mark as Private (Optional): Mark this event as private if you do not want other firm users to see specific details (they will only see that the time is blocked off).
When calendar events have been created and saved, they can be edited at any time by going back to the event and clicking on 'edit'. Also, events can be deleted by following the same steps but choosing 'delete'.
If you need to change your time zone on your calendar, follow the steps below:
Under your name in the top right hand corner, click Settings.
Click My Settings
Click Edit Preferences
Update Time Zone
Click Save Preferences
*This time zone will now be reflected on your calendar.
Click here to learn more about Sharing Calendar Events.