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Customising the navigation of your matter

Learn how matter administrators can update the navigation of a matter

As a matter administrator, you can customize the navigation of a matter by updating the order of lists in the dashboard. The placement of widgets in the dashboard no longer determines the order of items in the top navigation, providing flexibility in tailoring the layout to your team's needs.

Prerequisites: You're a Matter Admin


Navigation elements you can change

  • Order of lists: You can change the order of lists appear in the left-hand navigation

  • Groups: gather related lists, data rooms and binders under one heading in the workspace menu


Updating the order of lists

The Hover over 'Workspace'

  1. In the top of your matter press Manage > Navigation

  2. A pop-up will appear showing all the lists in your matter

  3. Press and hold to move a list to another position, then drop into desired position

  4. Press save to update your changes

You can pin or unpin the secondary navigation using the 'pin menu' icon.

Note: Changing the navigation order will no longer impact the order the widgets appear on the dashboard

Organising items into groups

A group gathers related lists, data rooms and binders under one heading in the workspace menu.

To create a group:

  1. Open the workspace menu from the left-hand navigation

  2. Click + Create

  3. Select Group

  4. Give the group a name

To rename or delete a group, use the group's context menu in the workspace menu.

Drag and drop the navigation elements into the group to be included within that group.

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