Calendar Overview

Centerbase offers a built-in calendar module that allows for full firm shared calendaring. Users maintain their own calendars, but visibility is easy using the powerful filtering options. To access the calendar, click the Calendar link in the navigation bar.

Offering the basic Day, Week and Month views, Centerbase also gives options for a side-by-side calendar comparison in the Users view. The Units tab offers a listing of all activities in list format, while the Tasks view provides a to-do listing with pre-configured filters and grouping options. Additional filtering can be done from the Filters dropdown. For more information, see Calendar Filters – Centerbase. 

Every view in the calendar is subject to the filtering options selected by opening the Filter side panel. To change the activity filtering, click the grey arrow in the upper left-hand corner of the view or the More Filters button. The Filters side panel will pull out offering two sections:

Activities may be created on the week or day views by clicking and dragging from the start to end time. Within the month view, double clicking on a day will create a new activity. Activities may also be created from anywhere in Centerbase by clicking the  icon in the upper right-hand corner. Additionally, a new task or appointment can be made from the contact or matter record by using the buttons under the Activity tab on that record:

Adding from the record automatically links the task or appointment to the current record.

No matter how the new activity is created, the user will be taken to the New Activity page to enter pertinent information.

The entire form is editable to show the fields the firm wants to track, but here are some fields that are important to include:

The Scheduled section on the bottom of the Activity record allows users to schedule the activity for other users or any other Centerbase record (matter, client, contact, document, etc.). The current user is automatically scheduled for the task but may be removed if the appointment is being created for another user. Adding another user is as easy as clicking the drop-down menu and selecting the users or groups to attend.

Finally, if the user’s Centerbase account is linked to Office 365, the activity can be automatically pushed to their O365 calendar upon creation. See section 12.5 for details on setting this up.