Creating Rules

Create a new rule in your (& our attorney’s) inbox to automatically move deadline invites

For Instant Sync Instructions – Click Here

Create an Outlook Rule

Step 1.  Create a rule to move messages from noreply@lawtoolbox.com to “ToolBox Deadlines” folder
Click here for step by step instructions

Step 2. Add a filter to your calendar view to remove “Canceled” deadlines
Click here for step by step instructions

Step 3. At the top of your deadline chart, change the view from “Summarized” “All” to “Summarized” “Modified” and begin adding deadlines to your calendar!

 

Notes:

  1. ToolBox Deadlines Outlook folder: When a trigger date is updated in ToolBox and added to user calendars, corresponding deadlines will automatically move to new dates on calendars (see history in ToolBox Deadlines outlook folder).

Advanced IT Notes:

Email support@lawtoolbox.com to request PowerShell for ToolBox “server-side” outlook rules (use server-side rules for new Office 365 subscriptions)  and PowerShell for ToolBox “client-side” rules. Note: it’s best to create this rule as “server side” rule so that outlook rules run even if a user’s Outlook client isn’t logged in (e.g.,  when an attorney is at court) however when creating outlook rules using PowerShell, note that server-based outlook rules “turn off” pre-existing client-based outlook rules –  organizations should consider best approach for their user base.

Create a Google Filter

  • Open Gmail & Click the down arrow in the search box
  • Enter your search criteria: “From: noreply@lawtoolbox.com”& Click blue link “Create filter with this search >>” at the bottom
  • Check box to “Skip the Inbox”
  • Check box to “Apply the label” & choose “New Label”
  • Enter in “ToolBox Deadlines” as your label name
    n
  • Click Create

 

For iCal from Google

  • Open iCal > in the toolbar, click Calendar > Preferences
  • Click the Accounts tab
  • In the accounts pane on the left, click the + button to add an account
  • Enter the following information:
    • Account Type: Google
    • Email Address: Enter the email address that you use to log into Gmail. Make sure to include the ‘@gmail.com’ domain
    • Password: Enter the password for the email address you listed above

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