Lupl's Key Dates feature allows you to mark important dates, events, and milestones that you need your team to be aware of in the course of a given legal matter.
What are Key Dates in Lupl?
Key Dates are important dates or milestones in a given Matter that are relevant to the entire matter team.
Key Dates are independent of task due dates, or other dates that are tracked in Workstreams.
Examples of Key Dates can include court hearings, filing deadlines, closing dates, and regulatory milestones.
How do I create Key Dates for my Matter?
Option 1: Create Key Date via Matter Calendar
Key Dates can be viewed within Matter Calendars, as well as your Global Calendar ("Calendar" option in the top menu).
- Navigate to your Matter.
- Click on the "Calendar" button in the left-hand blade.
- Choose the desired date for whom you want to create a Key Date and click into it.
- Click on "Add New", and then select "Key Date".
- Name your Key Date, confirm the date, and add a description (if required).
- Click on "Save Key Date".
Option 2: Create Key Date via Matter Dashboards
A list of Key Dates can be viewed in any Matter Dashboard via a Key Dates widget. This widget is included in the Overview and Tasks Dashboards by default.
- Navigate to your Matter.
- Click on the "Dashboard" button in the left-hand blade.
- If you haven't already created a dashboard for your Matter, select the Overview or Tasks Dashboard option by clicking "Use Now".
- Alternatively, if you have a dashboard set up, you can also "+ Add Widget" and select the Key Dates option if it doesn't yet exist.
- Look for the (···) menu in the top right corner of the Key Dates widget.
- Select "Add Key Date".
- Exactly like in Option 1, build out your Key Date and click on "Save Key Date.
How do I view all Key Dates for a Matter?
The easiest way to see a list of your Key Dates is through the Dashboard widget. If you want to see the Key Date in the context of everything else happening within the given week or month, the Calendar view is best suited.