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Appointments and Tasks

  • Click on the icon  to view a list your appointment or tasks in a separate tab; the next icon  will download the same list as a CSV type file. Note that exporting will be available only for Tier 2 users and above.
  • Click on TODAY to change the date of the tasks or appointments.
  • Click on the checkbox to the left of your appointments or tasks to mark them as complete. This will make them disappear from your appointment or task list the next time your dashboard refreshes.
  • Click on the name or Record ID of your appointment or task to be taken to that specific docket entry in that Case Register.
  • Click on the checkbox next to TODAY to see previous tasks or appointments that have not been completed through the selected date.

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