Creating Matter Alerts

Typically, you would set reminders or alerts when creating a task or appointment. However, you can also create a standalone alert within a matter.

To create an alert for a matter:

1. In Actionstep, edit a matter. (See Editing a Matter for help.)
2. Click the Alerts menu icon. The Alerts page appears.
3. Click Create alert. Several fields appear that allow you to set up the alert. 
4. 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. 
5. Click the Assign To drop-down list and choose who should receive the alert. 
6. Enter a Message. 
7. Choose the alert Method. Your options include E-Mail and Popup. 
8. Click Submit to save your changes and create the alert. 

Related Articles

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• Using SMS Alerts