How to Create a Calendar Entry from a Yao Task

This guide explains how to generate a calendar appointment from a task within the Yao system. This process allows you to store and track key dates in both your personal calendar and the Yao platform, providing a flexible way to manage any task which has an associated date.

Link to Video Guide: https://youtu.be/Bwz6wAiv-ag?si=womeLxFMVBeCoko1

Creating a Calendar Entry for a New Task

1. Navigate to the Tasks tab located along the top of the screen within your specific Matter.

2. On the right-hand side, click the blue + Task button.

3. Enter a title for the task in the Enter task heading field.

4. Set a Priority for the task by selecting from the dropdown menu, which includes options such as Urgent, Critical Date, Standard, or Low.

5. Select the appropriate date using the Due Date calendar picker.

6. Use the Assigned to dropdown menu to select the individual who is responsible for the task.

7. In the bottom-left corner of the Add new task window, click the Save to Calendar button. The system will download an .ics file to your device.

8. Open the downloaded file to save the entry into your personal calendar as an all-day event on the specified due date. Any text which you have entered in the Description field will be included in the calendar item.

9. Click the Add button to finish creating the task within Yao. The new task will now appear in your task list.

Creating a Calendar Entry from an Existing Task

1. Locate the task which you wish to add to your calendar in the Tasks list.

2. Hover over the task until the hyperlink appears and click on the Task Heading.

3. In the bottom-right corner of the task window which opens, click the Save to Calendar button.

4. Open the downloaded .ics file to append the task information and dates to your calendar.