Overview
Using MyCase to manage both your private and firm-wide schedule is manageable. Meetings, deadlines, and staff meetings can be created and shared with selected firm users and/or clients. You'll always stay organized and on top of important dates by linking events to particular cases or matters.
Please Note: Your screen and navigation might look slightly different from what you see in the video because MyCase is updating to a new user interface. It’s all part of making your experience even better!
Navigating the Calendar Interface
To view the calendar:
Click the Calendar tab.
You can filter the calendar by Day, Week, Month, Agenda, or Location.
Click the Day drop-down to view the calendar by Staff, Day, Week, Month, or Agenda.
Print the Day, Week, or Agenda view by clicking the printer icon and choosing the options you want to print.
Managing Consolidated Calendars
You can see a consolidated calendar for everyone in the firm by selecting all staff members or individuals related to a specific case or activity.
Different color codes are assigned to each firm user. This helps manage conflicting schedules by allowing you to see who is scheduled for a calendar invite quickly.
You can also toggle on and off user calendars to see events more clearly.
Customizing Event Types and Colors
When creating Events, you can list your Court Appearances, and they will appear on the calendar. You can use this feature to show only specific events related to specific event types.
All Events are shown on the calendar when no event types are selected.
Select the Customize link under the Event Type section if you'd like to customize event types. This is where you can manage your event types and colors, including the ability to add an Event Type.
You can view events by location and/or by a specific case.
You can also choose to view Task Deadlines and Statute of Limitation Dates.
Adding Events to the Calendar
There are multiple ways to add an event within my case.
The first is to select the Add Event button or click on the Date to add an event.
If this event is not linked to a case, select this event is not linked to a case checkbox.
Enter the Event Name and assign a color type to the event.
Choose the event's Date, Time, and Duration.
There's also a checkbox if this is an all-day event.
If this is a reoccurring event, you can select this event repeats checkbox and specify when you want it to repeat.
You can also choose a Location or add one.
You can enter additional information about the event. You can be as detailed as you like. This description will be shared with all clients and firm users with whom you share the event.
There's also an option to add reminders. You can set up as many reminders for the event as you'd like. Reminders can be emailed or appear as pop-up notifications when you're in MyCase.
You can set default event reminders in Settings as well.
Keeping you organized and on top of important dates.Sync MyCase With Other Calendars: