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GEDEX - User's Manual

Actions Screen

Matter cards contain an Actions screen where you can state all the actions performed to complete the case.

What can be stored on each Action

Each individual action is defined by a description, date and duration (if applicable).

Action types

To store a new action, use the buttons: Task, Appointment, Term, Announcement. Each of them creates different actions, optimized for its use:

Task is used when the action is to be performed on a determined moment (for instance, Tuesday at 10:30 until 11:45).

Appointment is optimized for meetings, designations.

Term allows to store date periods (for instance, 15 to 31 of December).

Announcement is optimized for stating facts like date of reception of legal documents.

Additional help

Matter card

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