Adding a Task or Appointment for a Matter in Orion Practice Management

From the Matters view highlight the Matter. 

Click on the Events Tab in the lower panel.

Right Click in the white space below the Events Tab and select New Task or New Appointment.

You will notice Orion automatically populates the Client-Matter Number field for you.

Fill out the appropriate fields and hit Save.

You will now see your Task or Appointment displayed on both the Events Tab and on the Calendar.