You can initiate a To-Do from anywhere (inside or outside a case) in Gardiant Works using the ALT+Z hotkey.
You can use the arrow next to the Case Note button throughout the application to open the drop-down menu and create an Appointment:
The most obvious place where you see the Case Note button is right below the header of cases, in the top, right-hand corner. From the drop-down opened by clicking on the arrow, you can then select the option to create an Appointment:
You can also create Appointments from a contact. Click on the ellipsis [...] and the drop-down will give you the option to create an Appointment:
Another place to create Appointments from is on each document under the Documents tab. Highlight the document in question and click on the arrow next to the Case Note button in the document menu:
The next place to create an Appointment from is on the Correspondence tab from the different messages:
Another place that allows you to create Appointments from is the overview of a case. When you are in My Cases list, if you expand the view of the case by clicking on the down arrow at the beginning of the line, the case overview will open:
If there are contacts on the case (Claimant, Claim Manager, Attending Physician, etc.), you can click on the ellipsis [...] under the contact and select the option to create an Appointment:
