Articles on: Calendar

Calendar

About Danalix Calendar

Danalix Calendar allows you to quickly schedule, create, view, edit, update, share, and export Specific Time Entry Activities (STE). In addition, you can set and get reminders about upcoming Activities, so you never have to miss a meeting.

The Calendar is personalized, providing tailored solutions for your specific law firm needs. No need to enter your “to do Activities” on other device calendars or application calendars that are not specific to your legal needs.

The Calendar allows you to do the following:

Create and edit new Time Specific Entry activities for past, current, and future activities.
Display Today’s Agenda and reminds you of all upcoming Activities for the current day, with their detailed information and due times.
Activities that are created as Tentative are displayed in yellow and those created as Permanent are displayed in Blue.
You can easily and quickly view and access “Today Agenda” from your Dashboard.
You can easily access the full Calendar to view your daily, weekly, and monthly Calendar entries.

Note: The Calendar only displays information for Time Specific Entry activity and not the other activity types such as Expense Entry and Block Time Entry.

Who Can Use the Calendar

Anyone who has access to Danalix platform is able to access the Calendar feature.

Creating a Calendar Activity

When you create a calendar Activity, you are actually creating a Specific Time Entry Activity.

When you create a calendar entry for Specific Time Entry, Danalix gives you the ability to enter information such as (but not limited to):

Client and Matter information
Start and End dates
Duration time of activity
The option to conduct your activity as a “virtual meeting”
The ability to invite one or more firm users to your meeting
Share your activity entry with one or more firm users
Set reminders (minutes, hours, or days) prior to the scheduled time
Save your Activity as “Draft.” Entries saved as Draft are still displayed on the Calendar

How to Create a Calendar Activity Entry

Go to:

Option 1:

Calendar sidebar menu > on the calendar screen displayed, click the “Create Calendar Event” button

Option 2:

Click on the calendar table cell relative to your desired date and time. Use the same method whether you are in the monthly, weekly, or daily calendar view.

You can create an activity entry for past, present, and future dates and times.

Things to Note when creating a calendar activity

If your start time has “today’s date and time” and your end time has a “future date and time,” the activity entry is displayed in the calendar on both dates within their respective time slots.

Example, if your calendar entry start time is: Oct 21, 11:50 PM and end time is: Oct 22, 1:00 AM, the Activity is displayed in both Calendar days.

When you create a Calendar Activity that has the same or overlapping dates and times as an already created Activity, you are alerted:

a. That there is a conflict, to view the Activities in conflict, and will automatically convert the first Activity created to a temporary Calendar entry.

b. You can later update the first created Activity entry to a permanent Calendar entry using the Activity function.

Helpful Tips:
When creating a Specific Time Entry Activity, ensure you create a Matter beforehand or afterward since creating a Matter at this stage will direct you into the Matter creation flow and your already entered Specific Time Entry Activity information will not be saved, so you’ll have to re-create your Calendar Activity.

How to Delete a Calendar Activity

Unfortunately, you are not able to delete a Calendar Activity entry directly from the calendar at this time.

However, you can delete the entry from the Calendar by going to:

Activities & Billing sidebar menu > Activities tab > All sub-tabs> Find the Specific Time Entry Activity > Actions menu > Delete.

Calendar View Formats

The calendar entries are viewable in: months, weeks, and days.

Calendar Time Zone

Your Calendar Time Zone will adopt the time Zone associated with your computer and device. At this time, the calendar does not give you the capability to change your time zone.

Shared Calendar Activities

Danalix allows you to select one or more firm users who you “share” your calendar activity entries with, as well as all firm users who have shared their calendar activity entries with you.

Who Your Calendar Activities Can Be Shared With

You can share your Calendar entries only with firm users (staff), whether they are full time, part-time, contractor, etc. At this time, you cannot share your calendar with Danalix application users.

Note:
You give shared permission based on your individual calendar activity, not your entire calendar of activities.

Option 1

Go to:

Calendar sidebar menu > on the Calendar screen, click on the share icon on the top right corner of the calendar.

Select the “who my calendar is shared with” tab.

Check the box(es) of the staff user(s) you want to share your calendar activities with.

Option 2

When creating or updating a Specific Time Entry Activity, within the dropdown list of the “Share Settings” field, select one or more firm staff users you want to share the Activity with.

When you select who to share your activity with when creating or updating a Specific Time Entry Activity, it is reflected on your Danalix Calendar under the shared activities features.

How to View Who You Shared Your Calendar Activities With

Go to:

Calendar sidebar menu > on the calendar screen, click on the share icon on the top right corner of the calendar.

From the Sharing Information screen, select the “who my calendar is shared with’ tab.

A list is provided with all the staff you can select to share your calendar activities with.

How to Remove Who Your Calendar Activities are Shared With

Option 1

Go to:

Calendar sidebar menu > on the Calendar screen, click on the share icon on the top right corner of the calendar.

Select “who my calendar is shared with’ tab.

Uncheck the box(es) of the staff user(s) you want to remove sharing your calendar activities with.

Option 2

Go to:

Activities & Billing sidebar menu > Activities tab > find the Specific Time Entry Activity > Action menu > update,

Or

Click on the Activity within the Calendar

On the “Update Activity” screen displayed, within the dropdown list of the “Share Settings” field, de-select one or more firm staff you want to remove sharing the Activity with.

Any other staff can share their Calendar entries with you. You cannot activate this feature yourself; other staff members have to give you shared permission to view their calendar activities. At this time, you cannot share your calendar with Danalix application users.

Note: Shared permission is given based on individual activity, not the entire calendar of activities.

How to View Who Shared Their Calendar Activities With You

Go to:

Calendar sidebar menu > on the Calendar screen, click on the share icon on the top right corner of the calendar > select the “calendar shared with me” tab.

How to Remove Other Staff Calendar Activities Shared With You

Go to:

Calendar sidebar menu > on the Calendar screen, click on the share icon on the top right corner of the calendar.

Select the “Calendars shared with me” tab.

Uncheck the box(es) of the staff user(s) you want to unshare their calendar activities with.

About Exporting Calendar Activities

Your calendar entries can be exported and saved as an .ics file to be imported into other calendars such as outlook calendar.

How to Export Your Calendar Activities

To export your calendar activities, go to:

Calendar sidebar menu > on the Calendar screen, click on the export icon on the top right corner of the calendar screen.

Your Calendar Activities are the same as your Specific Time Entry (STE) Activities created elsewhere within Danalix application using other functions/features such as “Activities & Billing”, “Dashboard > Quick Links > Specific Time Entry” and “Time Tracker.”

Therefore, whether you create your STE Activities using the Calendar, Activities function, Dashboard Quick Links, or Time Tracker feature, they all get displayed within your Calendar, as well as under the Activities function.

Create Calendar Activities Using “Time Tracker” Feature

Create Calendar Activities Using“Activities” Function

Create Activities Using“Calendar” Function

Create Activities Using “Quick Links” Function

Migrating Other Application's Calendar Activities, & Events

If you are currently using a regular calendar, Clio, or Amicus, Danalix allows you to easily migrate their data into Danalix Calendar function. This include information such as but not limited to:

• Activities
• Appointments
• To Do Lists

How to Migrate/ Import Using Amicus

Go to:

Administration sidebar menu > Settings tab > Migration sub-tab > select your option of “where to migrate from” > select the “data you want to migrate, e.g. activities” > upload the file relative to the data you want to migrate

How to Migrate/Import Using Clio

How to Migrate/ Import Using Regular Calendar

You can manually import other Calendar information such as your “to do list”, appointments, etc. into Danalix Calendar.

In order to do this, have to first export your Calendar information and save it with the appropriate file format such as .ics or .vcs. This is the file you will need to import into Danalix Calendar.

To import your calendar information into Danalix, go to:

Administration sidebar menu > Settings tab > Migration sub-tab > select your option “where to migrate from” > select the “data you want to migrate, e.g. activities” > upload the file relative to the data you want to migrate > You can import file types such as .icsro .vcs.

Updated on: 20/02/2023

Was this article helpful?

Thank you!