The matter overview is a dashboard showing the progress of each list in your matter.
In this article
Where to find the matter overview
Clicking on Overview in the top navigation bar of your matter.
How the overview 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
Hover over the widget you want to move
Click on the : icon
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.
Clicking on the button will take them into a filtered view of this list, so that they can quickly identify what they are responsible for.
Further actions on the overview page
If you have any further questions please get in touch with us at support@legatics.com.