Matter Dashboards.
The Matter Dashboard is the landing page for each Matter. From your Matter Dashboard, you can view all Matter-related data. Find information on Matter Billing, Upcoming Calendar Events, Tasks, Client Trust Ledger information, recent billable activity, and more. It's also customizable!
1. From the Matter Dashboard, select 'Matter Dashboard Settings'.
2. Un-toggle any items you do not want to appear on your Matter Dashboard.
For items you do wish to view, you can move these items around your dashboard to configure the settings that work best for you.
3. To rearrange the items on your dashboard, click and HOLD the black arrows to move the widgets.
4. Or, collapse sections to view later by clicking the blue 'up' icon in each widget.
The final result is up to you. Dashboard configurations will save after leaving the Matter Dashboard so that you do not have to re-configure them again.
