How to assign a matter type and status to a new matter template using Rocket Project Management?
1. Click on 'Tools' in the left-hand navigation panel and select 'Manage Matter Templates'.
2. Add a new matter template by clicking the green plus sign.
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, if applicable. Fill in the 'Template Name', 'Description' and desired 'Matter Name' (optional) for this template. Select from the provided additional filters and expand 'Additional Data' to finish the template setup.
4. Assign events and tasks to auto populate when this template is applied. When finished, click 'Save Template'.
Need additional assistance? View How to create a matter template for a brand-new matter or How to edit an event or task on a matter template.
Also view: How to create a Matter Template
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or firstname.lastname@example.org.