Events/Task

Introduction

Events are the date and time dependant occurances typically entered on a calendar. Examples inlude meetings, depositions, conferences, etc.

Events tend to imply being somewhere or doing something on a specific date and time. In some systems these are regarded as appointments. However, in HoudiniESQ Events are treated like actions. Events are Billable units of time. For example, Phone Calls, Document Prep, Interviews and of course Meetings, Depositions and Conferences

Creating a New Event

There are several ways to add a Event/Task to the system.

1. From the Calendar: From your HoudiniESQ desktop, click on the Calendar icon. This will bring up your Calendar. On your calendar, double-click on the day of your new event. This will bring up the New Event window.

2. From a Matter: Open a Matter. Click the Events Tab. Click the add icon (plus sign).

3. From the Quick Event Entry: Use the Quick Event Entry form to add a Event. This is convienient when returing from court or a day out of the office. You can use this method to add several Events quickly to a Matter. See Add a Multiple Events or Tasks

Editing a New Event

The New Event Window has the following parts:

Date - Includes the date of the event, including time and duration.
Stopwatch - The duration can also be set with the stop watch function. This will continue to count down for the duration of the event and will round to the nearest 15 minute increment.
Calendar - Allows you to choose which calendar the event belongs to. This field is required. For example, you may have you childs soccer schedue as a calendar in adition to your work calendar. You can add as many Calendars as you like.
Event - Allows you to choose which type of event (Case Review, Discussion, etc.) This field is required.

Status - Set billing status of event
Private - Toggle private on/off

 

Regarding - Clicking on the orange down arrow in the Regarding field allows you to choose from a list of Matters to associate with the event.

 

Contact - Clicking the orange down arrow allows you to choose from a list of contacts to associate with the event. You can also choose to add a contact.
Note - Allows you to add notes regarding the event
Once you have filled out the information about the New Event, click Save. The New Event will now be visible in your Calendar.

Other Tabs

You can also choose to navigate the other tabs at the bottom of the Edit New Event Window.

These tabs include:

ClassifCodes - Allows you to classify your event, including multiple categories
Attendees - You can choose attendees for the event.
Action Items - This is the To Do list associated with the matter. To Do list items are automatically copied to staff members that they are assigned to.
Attachment - You can attach any file already in the document repository to the Event
Notes - You can write any number of notes specific to the event.
Alerts - You can choose to set any number of alerts about the event at the times specified.times specified.