Overview
In MyCase, you can create and share calendar events for your cases. Follow the steps below to start adding calendar events:
Steps
Using the Main Calendar Page
From the main menu, click the Calendar tab
Click the blue Add Event button
Select a case/lead to link the event to from the dropdown box
Click to add the contacts and staff you'd like to link the event to
Give the event a name and add an Event Type with the dropdown box next to it
Select a start date and end date
Click the This Event Repeats box if you'd like to make this a recurring event
Add a location and description for the event
If you would like to add a reminder, click the Add a Reminder button
If this event is private, check the box marked Mark this event as private
Click the blue Save Event button
Using the Case Page
Navigate to the case you are linking the event to by either clicking and scrolling through the Cases menu or searching for the case in the search bar
Under the items and info tab, click Calendar
Click the blue Add Event button
Click to add the contacts and staff you'd like to link the event to
Give the event a name and add an Event Type with the dropdown box next to it
Select a start date and end date
Click the This Event Repeats box if you'd like to make this a recurring event
Add a location and description for the event
If you would like to add a reminder, click the Add a Reminder button
If this event is private, check the box marked Mark this event as private
Click the blue Save Event button
Once these steps have been taken, your event will appear on the Main Calendar and the Case Calendar for all staff members linked to the case/lead. Clients that the event was shared with will also be notified of the invitation and see the event in their client portal. Click here to learn more about Sharing Calendar Events.
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, please follow the steps below:
(1) Under your name in the top right hand corner > Settings
(2) Settings > My Settings
(3) My Settings > Edit Preferences
(4) Edit Preferences > Time Zones (update)
*This time zone will now be reflected on your calendar.