The dashboard is your central hub in a matter, providing a clear overview of matter progress. Editing the dashboard allows you to customize its layout, ensuring that the most important information and tools are easily accessible for your team.
Prerequisites: You're the Matter Admin for the matter
Interaction with permissions
Dashboard widgets interact with the permissions in each list and the permissions on organisations in the following way.
Widget | Hidden if user doesn't have the view permission for the list |
Participants | Hidden if the organisation is hidden from the user |
Editing widgets
Note: Currently every list automatically gets a widget
Reordering widgets
Hover over the widget you want to move.
Click and hold the six-dot menu to grab the widget.
Drag the widget to the desired position.
Note: This also changes the top navigation of your list
Removing widgets
It isn't possible to remove widgets
List actions from widgets
You can take a number of actions on the list from the widget, including: