Introduction

Every Calendar Event in DocketCalendar has three key fields for storing information:

1. Title or Subject field
2. Location field
3. Description field

Case-Level Information

You can store information at the case level that will automatically populate into events when you calculate new triggers. The Title field combines with your Case Name and the Deadline to form the Subject/Title field.

Example: Deposition Details

You can use the Title field to include attorney initials (at case level) and deponent name (at trigger level).

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Example: Title Field with Parenthesis Separator, Case Name with Colon Separator, Deadline

Example: Case Name first with Colon Separator, Title with Dash Separator, Deadline

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Using Custom Details for Filtering and Reporting

Filtering in List Views

You can use the information in Title, Location, and Description fields to filter your list views.

EXAMPLE: The screenshot shows only 2 Triggers. The second Trigger has the name Judge Dred in the location field. If you type Dred in the search bar all Cases with Judge Dred will instantly be filtered into your view.

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Some Additional Examples of quick searching your Events listor Case list using Filters

The Title, Location and Description fields are visible throughout DocketCalendar and in addition to creating reports, you can quickly find any events with filter fields found on every list view screen.

In this example you can quickly find Events tagged “Draft”

In this example on Events with “Team A” in the Title field and “CMC” in the Description field will show in the list view. Your filters will find words within all text in the field allowing you to create any subset of critical dates you may need to track.

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Every detail of your events can be used to produce reports. EXAMPLE: Find Appearances assigned to a specific attorney-coded GG in the Title field.

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Configuring Global Settings

To control these settings globally:

1. Go to App Defaults in the Side Bar's Settings & Preferences section.
2. Adjust Case Name and Title Separator and Display Title settings.

These settings apply to all users accessing DocketCalendar under your login.

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Customizing Field Order and Separators

DocketCalendar allows you to customize the order of these components and set separators between them for better readability.

Default order: Case Name - Title - DeadlineDefault separators: "-" for Case Name, "()" for Title

Examples:

• Without title text: Cows V Chickens - Reminder: Plaintiff and Cross-Complainant
• With title text: Cows V Chickens - (GG - COMP) Reminder: Plaintiff and Cross-Complainant

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Depending on what order you have your Case Name, Title and Deadline, you may want them to be separated by different characters. Options are shown below.

Customizing Display in Outlook/Google Calendar

You can choose to display or hide the Case Name and Title in your Outlook or Google Calendar events.

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Conclusion

By effectively using custom details in DocketCalendar, you can:

• Organize your events more efficiently
• Quickly filter and find specific deadlines or events
• Generate detailed reports based on custom criteria

Experiment with these features to find the best way to manage your legal calendar and deadlines.

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