Adding a Critical Date

Open the matter.

Go to the Tasks tab (or the Overview tab).

Click Add Critical Date.

Fill in:

• Date type — the type of deadline (e.g. Limitation Date, Hearing Date, Exchange Date, Completion Date, Filing Deadline)

• Date — the actual deadline date (can be left blank if not yet known — you can come back and fill it in)

• Description — a brief note about what is due

• Alert days — how many days before the date to trigger an alert (default: 7 days)

Click Save.