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Wednesday Wisdom: Using the Datebook View to Check Out Your Upcoming Events

Your Rocket Matter legal software features two seperate calendar views that you can utilize to see all of your upcoming events. These are the classic view and the datebook view. Both enable you to see events for other users in your firm, who you’ve selected to appear as well.

To dive into the datebook view, click on the following:

1. From your user dashboard, click on calendar, on the navigation panel to the right. This will bring you into the familiar classic view, where daily time blocks for the current day are visible for those individuals you’ve included.

2. On the top left side of your calendar screen, select datebook view. The datebook view gives a more detailed look at your upcoming events, arranged by time.

3. In the top right corner, you can select day, week or month views. To begin with, it may help to start by using the day view. This allows the description fields more room to expand, and hence more detail is available at first glance, without clicking on the event.

Of course, to get an overview of upcoming future events, the weekly and monthly view may help you manage your calendar effectively as well. To view the event in full detail, simply double click on it and you will be taken to the event detail screen. Here you will see notes, location, associated matter, tags, and users in the firm also associated with the event, as well as the time and date.

Stay tuned for more Wednesday Wisdom tips on getting the most out of your Rocket Matter. Not currently using our legal software in your practice? Click here for a list of upcoming online interactive demonstrations, presented each day by one of our expert Product Specialists.