Help Center

Setting Up an Actionstep Calendar

You can set up and use the default calendar available in Actionstep. (Actionstep calendars are only available in the Practice Pro + Accounting Plan.)

To do this:

  1. In Actionstep, go to Calendar > Today. The calendar page appears.
  2. Choose from the following:
    • If you don't have any existing calendars set up, click Actionstep Calendar. The Edit Calendar page appears.
    • If you have one or more calendars already set up, click the Add a Calendar icon and choose Actionstep Calendar. The Edit Calendar page appears.
  3. Enter a new Calendar Name or leave the suggested name.
  4. Enter a Custom display name if you want to use a different name for displaying the calendar (rather than the official Calendar Name).
  5. Enter a Sort order. If you have multiple calendars, lower-numbered calendars will appear higher in the list than high-numbered calendars.
  6. Click the colored box and choose a Theme color or leave Default selected.
  7. Click the Alerts/Busy drop-down list and choose whether you want to see alerts for calendar events.
  8. Click the Suggestions drop-down list and choose whether you want to see calendar events listed in the Suggestions field of your timesheet.
  9. Click the External Changes drop-down list and choose whether you want to be notified when other users modify calendar events.
  10. In the Append to Title field, enter the text that will appear after the appointment title when you create the appointment and link it to a matter. You can use merge fields to pull the information entered into this field within specific matters.
  11. In the Prepend to Description enter the text that will appear in the appointment description when the appointment is being created and linked to a matter. You can use merge fields to pull the information entered into this field within specific matters.
  12. Click Save to save your changes and create the calendar.

Additional Resources:

Updated