How to assign a matter type and status to a matter template using Rocket Project Management.
1. Click on 'Tools' in the left-hand navigation panel and select 'Manage Matter Templates'.
2. Select the matter template you'd like to apply a matter type and matter status to by clicking on the matter template name or description.
Note: You can identify which matter template have a area type and assigned and those that do not by this listing.
3. Select the matter type and associated status. When finished, click 'Save Template'.
For additional support, please contact Support at 888-432-1529.
Looking for additional personalized assistance in setting up your statuses and transitions? Contact Rocket Matter to schedule a consultation with Rocket Matter's Head Trainer.