Dashboard
Dashboard is a home page for Matter365 users.
Matter365 logo in top left corner is a shortcut that will bring you back to Dashboard, regardless of the page of the application you are currently at.
On left hand side there is a menu with the most important features of the application you will use on a daily basis. Items of that menu include:
- Home
- Matters
- Contacts
- Time Tracking
- Expenses
- Documents
- Reports
- Accounting (Invoicing, Trust Accounting, Account Statements)
- Knowledge Base
In top right corner, there are a few shortcuts:
- Time tracking timer – Quick way of starting a timer for a new activity
- Stopwatch icon – show/hide time tracking timer
- Magnifying glass icon – Quick search (it will look into Matters, Contacts and Documents)
- Plus icon – Quick create (with shortcuts to create new Matter, new Time Tracking activity, new Expense or new Invoice)
- Gear icon – Matter365 application settings
- Bell Icon – Matter365 notifications
- User Icon – Indication of which user is currently signed in and a sign out button
Tiles on the Dashboard represent different types of data a lawyer would usually be interested in, like:
- Recent Matters - Five most recently created Matters (clicking on any of them will take you to that Matter’s dashboard)
- Task Status - Summary of all tasks assigned to you, across all Matters you are a member of
- Important Links - Shortcuts to Office 365 application you will use regularly, together with Matter365 Conflict check shortcut
- Time Summary - Stats for the time you docketed today, this week, this month, and this year
- Upcoming Events - Upcoming events pulled from your Office 365 Calendar, with links to events.
In the bottom right corner of the page, there is a Support widget that you can use to contact support, start a live chat with support, report a bug or send us your feedback and suggestions.
It’s also possible to access knowledge base articles through this widget.
