Creating and Updating Deadlines

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Navigation: TeamConnect User Interface > Deadlines User Help > Matters with Deadlines

When you create deadlines, you create a table with two types of deadlines. The table has rows of deadline dates for the trigger events as well as deadlines for events associated with the trigger event.

Note: Tables and buttons aside from the Create Deadlines button will be hidden when viewing Deadlines on a matter for the first time.

Example of the Deadlines Page

The following table includes descriptions of the columns in the deadlines table.

Deadlines Table

Column Name	Description
Created Events	Indicates whether a task or appointment has been created for the deadline. This column includes the following icons: •—Task exists for deadline. •—Appointment exists for deadline. Click an icon to open the task or appointment.
Deadline Date	The date that the trigger event or deadline associated with the trigger event must be complete. Click the column name to sort the column by date.
Deadline Description	The description of the event or deadline. Click the column name to sort the column alphabetically.
Authority	The name and number of the court rule for the deadline. Click the column name to sort the column alphabetically.
Trigger Date	The date of the trigger event associated with deadline. This field is empty if the deadline is a trigger event. Click the column name to move all trigger events to the first rows in the table.
Trigger Event	The name of the trigger event associated with deadline. This field is empty if the deadline is a trigger event. Click the column name to move all trigger events to the first rows in the table.
Actions	Includes actions that you can perform for the deadline. Click the following icons to use them: •—Changes the date for a deadline. •—Lists deadline changes. •—Opens a page for submitting a support request.

To create deadlines

1.From the matter or project with the Deadlines page, click Deadlines in the left pane.

2.From the Deadlines page, click the Create Deadlines button.

3.From the Select Event page, select a trigger event associated with the case. You can select a trigger event in one of the following ways:

oEnter a search term in the Search all events field to select an event from a list of Search Results.

oSelect an event from a list of common Quick Links.

oNavigate through the list of Categories, and click one of the events in blue.

After you click a trigger event, you continue to the next page.

4.From the Date & Time page, enter the Event Date of the trigger event. Click the Event Date text field for a calendar where you can select the date.

5.(Optional) Enter a Time. If you do not enter AM or PM, the time defaults to PM.

6.Click Next.

7.From the Deadlines page, place a check-mark in the check-boxes of any deadlines for the trigger event that you want to exclude from the deadlines table.

8.Click Submit.

To view all deadlines for one trigger event

1.From the Deadlines page, select a trigger in the Triggers list above the deadlines table.

2.Click the Filter Deadline by Triggers button.

The table updates with the deadlines for the trigger you selected. Click All in the list, and click Filter Deadline by Triggers to view all triggers events again.

To change the date for a deadline

1.For the deadline you want to update, click the calendar_icon icon in the Action column.

2.Click the New date field to select a different date.

3.Click Submit.

Note: If an appointment or task exists for a deadline and you change the deadline date, the date of the appointment or task updates as well.

If the new date does not appear in the Deadline Date field, refresh your browser. To review all the changes you have made for a deadline, click the view_date symbol.

To change the date for a trigger deadline

1.For the trigger deadline you want to update, click the created_appt icon in the Action column.

2.Click the New date field to select a different date.

3.To update all the associated deadlines according to the new trigger date, do not make any changes.

To keep one or more dates the same place a check-mark in the check-boxes of any of the deadlines. Place a check-mark in Select All to change none of the deadlines associated with the trigger event.

4.Click Submit.

Note: If the new date does not appear in the Deadline Date and Trigger Date fields, refresh your browser.

To make a support request

If you have questions about a deadline, you can make a support request to receive a response from Aderant. Whether or not you can make a support request from Aderant depends on your contract with Mitratech.

Note: Sending a support request to Aderant is different from contacting Mitratech support.

1.From the Deadlines table, click the request_support symbol in the Action column for the deadline.

2.Enter a description of your question regarding the deadline in the Your question regarding this deadline is field.

3.Enter your name and email address to receive a response to your question in the To whom would you like us to respond? field.

4.Click Submit.

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