View, manage and edit individual and team matters from the Card View

Use the Xakia Card View to sort your matters into swim lanes to give you visibility over your matters and those of your team.

Watch the short video below to learn how to use card view to manage your day and your team.

In this article:

• How to use the Card View
• Using filters
• 'Sort By' feature
• How to easily toggle between card and list view

Overview

Use the Card View to:

• See matters, tasks and key dates
• Drag matters from one swim lane to another to invoke a slide-out for changing the due date, status, risk/priority or team member responsible
• edit key information on a matter
• Add or edit a task
• Add a status note
• Add a worklog entry (for those using time recording)

Using the filters

Here you can:

• Use the Actions > Filter List to filter for:
  • Card type
  • Status
  • Divisions
  • Categories
  • Groups
  • One or more users
  • Hashtags
  • Favorites
• You can use the Actions > Filter List to select the Card View you prefer by:
  • Date
  • Status
  • Risk/Priority
  • Users
  • Users/Status
• Show, hide or redact confidential matters

How to use the 'Sort by' filter

You can sort cards within a swim lane in ascending or descending order:

• Click on the 'Sort By' filter at the top of the Card View
• You can sort by risk, due date and status

Toggling between Card and List View

You can access Card or List View by:

• Clicking on 'Matters' in the top navigation menu
• Selecting 'Matters List' or 'Card View' from the drop-down

Alternatively, you can:

• Click on the 'List' icon in the top right hand corner of the screen to switch views 

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.