Calendar & tasks

Scheduling appointments (also visible to the client), seeing colleagues' availability, and following up on tasks.

Nederlandse versie: /handleiding/agenda-en-taken

What is this? The “Agenda” (calendar) is your week view of appointments; “Taken” (tasks) is your list of work and follow-up. Link both to a matter so appointments and tasks also show up on the matter overview. The interface is in Dutch; on-screen names are quoted below.

How to schedule an appointment

1. Click “Agenda” in the left rail. You see the week view; navigate with “Vorige week” (previous week), “Volgende week” (next week), and “Vandaag” (today).
2. Click “Nieuwe afspraak” (new appointment).
3. Fill in “Titel” (title), “Start”, and “Einde” (end) (or tick “Hele dag”, all day).
4. Link the appointment to a “Dossier” (“Zoek een dossier…”) — it then also appears on that matter’s Agenda tab.
5. Optional: tick “Privé” (private) (colleagues then only see a busy block, never the subject) or “Zichtbaar voor cliënt in portaal” (visible to client in portal) (the client then sees the appointment in the client portal).
6. Click “Afspraak aanmaken” (create appointment).

How to see when colleagues are available

1. Open “Agenda” and go to “Beschikbaarheid groep” (group availability).
2. Under “Collega’s” (colleagues), choose who you want to see.
3. You see their busy blocks for the week. Subjects of private appointments are never shown.

How to create a task

1. Click “Taken” in the left rail.
2. Click “Nieuwe taak” (new task).
3. Fill in the “Omschrijving” (description), link a “Dossier” (“Zoek een dossier…”), and choose “Toegewezen aan” (assigned to) and a “Vervaldatum” (due date).
4. Click “Taak aanmaken” (create task).

How to follow up on tasks

• The task list shows per task the “Status” (Open, In behandeling, Gepland, Afgerond, Geannuleerd), “Vervaldatum”, “Toegewezen aan”, and “Dossier”. Overdue tasks are flagged “Te laat” (overdue); filter on them with “Alleen te laat” (overdue only).
• Complete a task with “Afronden” (complete).
• Your own open tasks also show on the “Dashboard” under “Mijn taken”; the tasks for one case are on the matter’s “Taken” tab.