The Matter Dashboard provides an overview of a Matter's key information, and also offers the ability to add new data.
You can create Notes, Time Entries, and combined Note and Time Entries, review Time, Costs, Tasks, and the Favourite Documents associated with the Matter, and review the Matter's Timeline via this page.
Selecting a Matter from the Matters page (view the Matters article for more information) opens the Matter's Dashboard; you can also select the Dashboard tab to return to the Dashboard from another page in the Matter.
You can create a Note or Time Record, or a combined Note and Time record via the fields on the left side of the page.
(View the Create Notes and Time Records article for more information.)
The three tiles at the top-right side of the page summarise Time, Costs and Tasks associated with the Matter.
Selecting either the Time or Costs tiles opens the Matter Costs page (view the Matter Costs article for more information). Selecting the Tasks tile opens the Matter Tasks page (view the Tasks article for more information.)
The Matter's Favourite Documents are displayed beneath these tiles. Selecting a Favourite Document opens the document in the Matter Documents page.
(View the Favourite Documents in a Matter article for more information.)
The Timeline is a scrollable list of all actions taken on a Matter. Selecting an item in the Timeline opens that item in the Matter.
You can also select the Open () icon to view the Timeline in a new window.
In the window that opens, select the Date button to filter by various time periods, or select the Contains Text button and enter your search terms to filter the Timeline.
Please note, you can search by User, Description, the "Related To" field, and action (created, updated, etc.) to filter your results.
Matter Homepage, Matter Home, Matter Overview, Matter Summary, Matter Timeline