Docket Enterprise - Move an Activity from one Matter to Another

This link is a video of moving an activity from one matter to another (no audio) - https://bracheichler.sharefile.com/d-s89a6e0ee4c13497ab68242dad39cc2b8https://bracheichler.sharefile.com/d-s89a6e0ee4c13497ab68242dad39cc2b8

Below are the instructions for moving a single date from one matter to another without having to delete and re-enter.

1. Open the matter and click the workplans tab
2. If the date to be moved is in a workplan with other dates,
1. Click Create New Workplan and give it a name (the name doesn’t make a difference)
2. Choose the workplan which contains the date to be moved
3. In the action panel click Move to Workplan
4. If not selected, chose the temporary workplan from the drop down in the right side of the dialog
5. Choose the activity(ies) to be moved and click the right facing arrow
6. Click OK
3. If the date to be moved is in a workplan by itself, skip 2 above
4. Select the workplan which contains the date to be moved
5. In the action panel choose Move to Matter
6. Select and double click the Matter that you want to move the date to
7. You will get an OK prompt when the workplan is moved
8. IF DESIRED:
1. Open the matter which you moved the workplan to
2. Click the workplan tab
3. Choose the moved workplan
4. In the action panel choose Move to Default Workplan

i. This will merge the two workplans

1. Click OK
2. Close the matter