Onit Documentation

Calendar Workbench

by Sigmarie Soto Updated on

The Calendar Workbench in Unity provides a consolidated calendar view of Tasks, Events, and Court Rules (if applicable). Go to Calendar from the left-side navigation bar to see the view. 

From this consolidated calendar view, you can do the following:

#1. Use the arrows on the far left to go forward or back a month.

#2. Use the tabs above the monthly calendar to switch to a Week or Day view. 

#3. Click on an item from the calendar to see a preview and take other actions.

You can see general information about the task, event, or Court Rule, such as the name, time, and associated matter. Which additional options are available, however, depend on the type of item. For example, you can edit or mark a task as completed but can only edit an event.

#4. Click Add in the top-right corner to create a new task, event, or Court Rule. 

NOTE: You will first be prompted to associate the task, event, or Court Rule with a specific matter to move forward with filling in additional details. If the Add court rules option is disabled, this means that this functionality is not included in your Matter Management plan. Please reach out to your designated contact or reach out to [email protected]. 

#5. Click Calendar Sync to set a one-way integration between your external calendar & Unity. 

For instructions on how to integrate your calendar for tasks and events, click here.

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Unity ELM End User Guides

Getting Started with Unity ELM 5
Financials in Unity ELM 1
Matters in Unity ELM 5
Invoices in Unity ELM 7
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 1
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 4
Admin Settings in Unity ELM 22
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 1
Integrations & Add-Ons for Unity ELM 5

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