The planner provides insight into essential dates across various matters, contracts, tasks, and to-dos. Use it to keep an eye on matters and tasks that are due soon, expiring contracts, and personal reminders.
You can access the planner by hovering your mouse over the Hub icon or from the Hub dashboard itself.
The Hub view displays the calendar and the items listed for each day. You can select multiple days at a time to view your planned items as a list:
The fields displayed in the Planner include the following:
Matters: Due date field
Tasks: Due date field (All matter member tasks will be shown in the planner)
Contracts: Expiry date field and Key Date field
(Note: The expiry and key dates will be removed from the planner when a contract is voided.)To-dos: Date
From the Hub, use the 'Open planner' button to slide a full-page monthly calendar into place with more detail on each important date per day. You can click inside each item in your calendar to jump directly to the corresponding matter, contract, or task, or to mark the to-dos as done.
Additionally, to display only the information that interests you, you can filter your planner by Matters, Contracts, Tasks, or To-Dos. They are grouped by color, making it easy to track them. You can set up to three filters simultaneously.
Note: You will only see the key dates for matters and contracts of which you are already a member. The key dates for the matters or contracts you have visibility of from the "All Matters" or "All Contracts" list will not be reflected in the planner until you officially join or are added as a member.
Sync your planner with another calendar
You can also sync your LawVu planner with your Outlook calendar (or another calendar that supports an iCal feed) so that tasks, due dates, and reminders show up in the place where you plan your day. See this article on how to sync your calendars.