video1.0<iframe src="https://www.loom.com/embed/721d8ad17f5046eaa3b40ddcb25cb12f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/721d8ad17f5046eaa3b40ddcb25cb12f-00001.gif352.3333333333333In this video, I explain the functionality behind planned events and how they can sync to your Outlook calendar. I also discuss how we can generate smart milestones to help with the progress of planned events. By setting reminders for both past and future events, we can ensure that nothing falls through the cracks. I demonstrate how to manually create planned events and how to set them up automatically using our addons. Additionally, I show how smart matter milestones can be used to track the progress of a case and generate emails or documents for clients.