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Matter dashboard

Get a birds-eye view of matter progress

Legatics Support avatar
Written by Legatics Support
Updated over a week ago

On your matter dashboard page, you'll find your lists formed into dashboards where you can see the progress of your transactions.


In this article


Where to find the matter dashboard

Clicking on "Dashboard" in the top navigation bar of your matter.


How the dashboard page is created

Automatically!

If your list:

  • has statuses, then a progress chart will be automatically created. This will show you the number of items for each status, and who has been allocated as responsible for each status.

  • does not have any statuses, then a widget will appear showing you the number of rows in the list.


Re-ordering the widgets

  1. Hover over the widget you want to move

  2. Click on the: icon

  3. Drag the list to your desired location


'Take action' button

If someone in the matter has been assigned to a status, a blue 'Take action' button will appear.
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Clicking on the button will take them to a filtered view of this list so that they can quickly identify what they are responsible for.


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If you have any further questions please get in touch with us at support@legatics.com.

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