As appointments, date-sensitive tasks, or other milestones approach as you work through a matter, you can set up alerts that will remind you of the upcoming deadline. Typically, you set reminders or alerts when creating a task or appointment, but you can also create a standalone alert within a matter.
To create an alert for a matter:
- In Actionstep Practice Management, view a matter. (See Editing a Matter for help.)
- Click the Alerts menu icon.
The Alerts page appears. - Click Create alert. Several fields appear that allow you to set up the alert.
- Enter a custom Due date and time or click one of the links just below the Due date field to use a preset alert instead.
- Click the Assign To drop-down list and choose who should receive the alert.
- Enter a Message.
- Choose the alert Method. Your options include E-Mail and Popup.
- Click Submit to save your changes and create the alert.
Additional Resources:
Updated