Select the Create button from the top of any page in mattero to access the creation menu, then select an option as needed.
Please note, if you are on a Matter or Contact's page when you create a Time Record, Expense, Note, Task or Trust Records, certain fields may prefill with the details of this Matter/Contact, however these can be changed or edited at this time.
View the following articles for more information on creating in mattero:
- Create a Matter
- Create a Contact
- Create, View and Edit Matter Tasks
- Create a Note
- Create Time Records
- Create Expenses
New, Create Matter, Create Task, Create Contact, Add, Add Data