Link an Event to a Case
Linking an event to a case ties deadlines and appointments directly to the case record. This article shows how to link an event during creation and where to find all case-linked events.
Why link events to cases?
Linking an event to a case keeps all related deadlines and appointments in one place. You can see them from both the case Calendar tab and your global calendar view.
Link an event when creating it
When creating a new event from the global Calendar page or the + Create menu, enter the event details.
In the Case field, search for and select the relevant case.
Click Save.
Link an event from within a case
When you create an event from within a case, it is automatically linked to that case. Go to the case Calendar tab and click + Add event. The Case field is already filled in — no additional step is needed.
View case-linked events
Open the case.
Click the Calendar tab.
Every event linked to this case appears in the calendar grid, including appointments and deadlines created by any member of your firm.
Note: Case-linked events also appear in your global Calendar view alongside all other events.
Related articles: Create a Calendar Event · Connect Google Calendar