Introduction:

DocketCalendar empowers you to create individual logins or users for your staff allowing you to manage who can work with Cases, and making it possible for you to assign and track every single event or deadline created by DocketCalendar. You can assign your users to specific cases and events. This article will help you understand how these features can be used. If you need to create users, click here

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Case Assignees: DocketCalendar offers users the ability to see all the case related information stored in the application with links to every event placed on your Outlook or Google calendar.  

Case Assignments allow you to control who can see a case inside your firm. Even if you are using DocketCalendar as a stand-alone application, you may want to keep your team’s work separate from others in the firm. Case Assignments will allow you to easily add and remove users from a case or matter and once you are assigned to a case, you can leverage all the internal DocketCalendar features for that case. You will see all the cases events when you view My Events, you will see the case listed on your case list, and you will see all of the cases events on the My Case Deadlines Dashboard and Calendar.

Dashboards and Calendars

DocketCalendar gives you several ways to view your events beginning with the most obvious, sending events to your Outlook or Google Calendar.

Depending on preference, you may want to see every deadline for your case on your Outlook or Google Calendar, or you may choose to be selective about which deadlines you wish to have on your calendar, but still retain the ability to quickly see what deadlines are due on your case. In most circumstances, the attorneys are working with their Outlook or Google calendar only. DocketCalendar allows you to give them user level access that can become a powerful supplement to only using Outlook or Google calendar events to manage deadlines.

If you are using DocketCalendar as a stand-alone application, you may similarly want to give your users the ability to filter a subset of events that are specifically assigned to them and give them the ability to see all other events when needed.

There are two views that you’ll have to work with in DocketCalendar.

My Case Deadlines: My Case Deadlines will display every event created on cases that you are assigned to at the case level, using the “Case Assignees” field. Any user who is assigned to a case will see all the deadlines that are due for that case on both the Dashboard view and the Calendar view.

My Events: My Events will only display specific events that have been assigned to either your Calendar or your Dashboard. If you are connected to Outlook or Google, My Events will mirror all DocketCalendar events that have been created on your Outlook or Google calendar. If you are using DocketCalendar as a stand-alone application, My Events will give each user a unique view of only events assigned to them.

Dashboards: Docket Calendar’s Dashboard gives you a new tool to manage your deadlines and each DocketCalendar users has two unique Dashboards views.

Your Dashboard is not an alternative for Tasks. It is a snapshot of all things due today. This could include appearances, deadlines, and tasks. You may want to keep it simple and just use the Dashboard to mirror your Calendar just to give you a quick and easy working list for each day’s activities, or you may want to keep your calendar and task list specific to your actionable items and use the dashboard for reminder deadlines and other case deadlines that you’ll want to be able to see somewhere without cluttering up your calendar or task list.

Calendars: The primary function of Calendars is to select what events or deadlines will be sent to Outlook or Google. DocketCalendar also has its own built in calendar that will act as a mirror to your Outlook or Google calendar showing all events created by DocketCalendar.

If you are using DocketCalendar as a stand-alone application your users will rely on the Calendar to view events in DocketCalendar in a traditional calendar view. Each user see’s both a calendar of events assigned to them and a calendar of all events for the cases they are assigned to.

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