Managing Meetings in the Events Tab

The Events tab shows all meetings and events connected to the matter. This tab helps you review both upcoming and past events related to the case in one place, so you can easily track scheduled activities and previous meetings. At the top of the tab, there is a New Event button.

Clicking this button opens the same event creation panel used by the Meet button in the matter detail panel. From there, you can create a new meeting or event, set the date and time, assign a handler, invite attendees, choose a calendar, add notes, and save the event to the matter.

To learn how to set up a new meeting or event, please visit Adding New Event.

The main area of the tab displays the events in a table. Each row represents one event. The table shows important details such as the event number, event name, handler, type, and start date/time. This allows you to quickly understand what the event is, who is responsible for it, and when it is scheduled.

On the right side of each event row, there is a View Details button. Clicking this button opens the event details so you can review or update the full event information. There is also a Delete icon that can be used to remove the event if it is no longer needed.

The Events tab includes events created from both places: events created by clicking the Meet button on the left side of the Matter Details panel, and events created by clicking New Event inside the Events tab. This keeps all matter-related events organized in one location.