Objectives

• Monitor your team's performance

Environment

•  Dashboards Modules

Procedure

Managing Matters  has never been easier. In App4Legal, managers can use Kanban Boards to have a 360-degree view on Matters statuses. This Board can perfectly give an idea about the overall activity of the team, the work progress, and the status of the Matters being handled. The Color Coding of Matter Priorities is showed on the Board in order to better assist the user in building schedules and action plans. For instance, Critical Matters are in red, Medium Priority Matters are in blue and so on.

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Columns in the Matter Board can hold one or more Matter Status. Columns on Boards can be named as desired in an easy configurable interface (discussed below). The Matter Board supports up to 6 columns. Matter Boards also have post filters that can be accessed using the filter like shape.

 A Kanban board has a great functionality that allows dragging tickets through columns in order to swiftly update the Status. Matters in a Matter Board are depicted the form of draggable tickets in which the user can drag and drop a matter to the desired column in order to change the Status directly from the Board. Changing the Status of the Matter strictly abides by the Matter Workflow defined in the Admin & Setup. Columns that have 2 or more Statuses are divided so as to give a section to every Status.

In order to apply filters, users can click on the filter icon.

The Board has quick filters for Assigned Team, Assignee, Arrival Date, Filed on Date and Due Date. These Filters can be saved under Filter Names using the Save Filter hyperlink. Filters can then be managed from the action wheel on the top right of the Board.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!