Video of How to Create a Case and use the Activity Logs in CasePacer
Accessing the Dashboard: [00:56]
Click on the CasePacer logo at the top left corner of the screen. This will take you to your dashboard.
Using the Dashboard:
-
-
- The dashboard provides an overview of your tasks, calendar events, and alerts.
- Use the dashboard to track your ticklers, upcoming deadlines, and scheduled events.
- Click on the different sections of the dashboard to view more details or take action on specific items.
-
-
- The navigation bar at the top of the screen is fully clickable and provides quick access to various screens and features.
- Click on the different options in the navigation bar to access:
- Cases: Manage your cases, including creating new cases and viewing existing ones.
- Calendar: View and manage your calendar, including court dates and deadlines.
- Reports: Generate and view reports related to your cases and activities.
- Ticklers: Manage your ticklers, including setting reminders and tracking important dates.
- Contacts: Access and manage your contacts, including clients, opposing counsel, and experts.
- Settings: Customize your CasePacer settings to suit your preferences.
To create a new case in CasePacer, follow these steps:
- Navigate to the top navigation bar.
- Choose "Case" from the options.
-
Select "Create a Case" from the dropdown menu.
Accessing Activity Logs:
-
- Click on the "Activity Log" tab in the top navigation bar of CasePacer.
Creating a New Activity Log:
-
- To create a new activity log, click on the "+ Activity Log" button.
- Enter the details of the activity log, such as the date, time, description, and any other relevant information.
-
- Once you have entered all the details, click on the "Save" button to save the activity log.
- The new activity log will now appear in the list of existing activity logs.
Editing or Deleting an Activity Log:
-
- To edit or delete an existing activity log, click on the "Edit"(pencil) or "Delete"(trash can) button next to the activity log in the list.
- Make the necessary changes and click "Save" to update the activity log or "Delete" to remove it.
Printing or Exporting Activity Logs:
- To print or export activity logs, use the print or export options available on the Activities page. Note: When exporting activity logs, the export will be based on the selected page count.