Best Practices Templates allow you to create a repeatable series of tasks and events that you can apply to Matters to automatically schedule a process or plan. These are useful for internal office processes, official court rules of procedure, project plans, etc.
Step 1: Where to Start?
Step 2: Select Which Template to Use
Step 3: Set the Parameters
LISTS OF TASKS SECTION
- Days - Choose a date for the Key Activity.
- Start Time/Duration - For Events, set the time the Event will start and how long it will last.
- Adjust Non-Working Days*
- Move Related Activities If Key Date Changes*
- Reminder - Select if you would like a reminder set for all Tasks and/or Events.
- Skip Holidays
- If selected, holidays and weekends will NOT be included in the total of days counted from one activity to another.
- If NOT selected, holidays and weekends WILL be included in the total of days counted from one activity to another. In addition, activity due dates CAN land on a holiday or weekend day.
- Select Apply Template.
*These phrases are defined here.
IMPORTANT NOTE
Non-Working Days are (1) weekends and (2) specific holidays that are identified in your organization's business calendar.