How do I rename a Matter?
The Matter Name is NOT editable.
The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed.
If it is a new Matter and you haven’t done a lot to it (in Planner, Teams, etc.), you have the option to delete and re-open the Matter with the correct Name.
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
How do I delete a Matter?
To delete a Matter, you must “close” the Matter first. On the Matter Dashboard, go to the matter click Settings and then “Close”. When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the ...
I'm trying to create a new Matter, but it won't save.
You must make sure that you populated all the fields appropriately. All the field marked with * must be populated for the new matter to be saved. See more about Creating a Matter here: Creating a Matter
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...