Schedule an event on a case

Schedule a meeting, call, hearing or deadline on a case. The people you invite get it by email with a calendar file, and say whether they're coming.

1. 1

   Open Add Event

   On the case, open Events and choose New.

2. 2

   Name it and invite people

   Type a Title, then pick the people to invite under Attendees. You can invite anyone on the case. You aren't added yourself, so pick your own name if you're going.

3. 3

   Set the time

   Under Duration, pick the date and the times it runs from and to. An event starts and ends on the same day.

   For attendees who've connected a calendar, the day view beside the form shows when they're busy. See Connect your calendar to a hub.

4. 4

   Choose a repeat and reminders

   To repeat the event, choose Repeat Daily, Repeat Weekly, Repeat Monthly or Repeat Yearly under Repeat.

   Under Notifications, choose when attendees are reminded. When event starts and 15 minutes before are picked to begin with; you can add 1 hour before, 1 day before or 1 week before, or remove any.

5. 5

   Choose where it is

   Under Event Location, choose:

   • Suggested Locations, then one of your firm's offices, by name. You see the offices your role may use.
   • CaseActive Convo, for a video call on the case's Convo page. See Start a video call with a client.
   • Video Conference, then paste the meeting's Link.
   • Add Location, then type the Address.
   • No Location, as it starts.
6. 6

   Create the event

   Add a Description if you like, then choose Create Event.

What happens next

Everyone on the case can see the event under Upcoming. Each attendee gets an email invitation with a calendar file to add it to their calendar, or a text if they have only a phone number, and a notification. A reminder comes at each reminder time you chose, without the calendar file, since the event is already in their calendar.

Attendees answer Yes, No or Maybe under Attending? on the event, from their To Do, or by accepting or declining in their calendar. You're emailed each answer, and the event shows who's coming.

A repeating event shows how often it repeats. It moves to its next date as each one starts, and attendees are asked again. It keeps its time and day on the clock of whoever set it to repeat, the time zone in their profile, even after someone else edits it, so a 10:00 AM weekly call stays at 10:00 AM when the clocks change. To change or cancel an event, see Edit or cancel an event.

If something goes wrong

• Create Event stays greyed out. Give it a title and at least one attendee, make it end after it starts, and add the address or link its location needs.
• No busy times show. Only attendees who've connected a calendar in your hub show them, and not for a day that's passed.

Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.