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  • How to Manage the Matter Board




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Steps

Managers can use Kanban boards to get a 360-degree view of matters, tasks, and contract statuses.

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board
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You can access these boards from the Agile in the main menu

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Note

 Columns that have 2 or more Statuses are divided so as to give a section to every Status.

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configure boards
configure boards

Additionally, you can show the archived or hidden matters as well. Choose the status, type, and closed on date.

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By default, archived/hidden matters will not show up on any boards. Learn how to manage archives here

You can also customize your Matter Boards to suit your specific needs. This way, you can set up the boards to display the information that is most relevant to you. For example, you can choose the columns that appear on the board, the labels that are used to categorize matter statuses, and the filters that are used to narrow down the matters that are displayed. 

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