Manage Appointments and Tasks
What does this do for me?
Schedule appointments linked to matters, create tasks with deadlines, and get reminders so nothing slips.1. Create an appointment
- Open Appointments.
- Choose New appointment.
- Select the matter, enter the title, and choose the date, time, and duration.
- Optionally add notes and select attendees.
- Choose Create appointment.
2. Create a task
- Open Tasks.
- Choose New task.
- Enter the title and select the matter.
- Set a deadline date and priority.
- Optionally assign the task to a team member.
- Choose Create task.
3. Use reminders
Legal Hub sends deadline and appointment reminders through the task queue and email queue. Configure your notification preferences in Settings, then Notification preferences.4. Calendar sync (two-way)
- Open Settings, then Integrations.
- Connect your Google Calendar or Microsoft 365 Calendar.
- Choose two-way sync mode: appointments you create in Legal Hub appear on your external calendar, and external events are pulled into Legal Hub.