Use the 'All Matters' dashboard to gain a clean, clear view of the work currently being undertaken by your Legal Department.
All dashboards can be accessed by:
- Click on 'Analytics' in the top navigation menu
- Select 'Dashboards' from the drop-down menu
- Select 'All Matters'
The 'All Matters' dashboard will give you a clear view of all matters which are active by having a status of:
- Not started
- In progress
- Awaiting action
Note: Completed and Cancelled matters are filtered out of this dashboard.
The 'All Matters' dashboard provides you with an overview of:
- Divisions
- Categories
- Groups
- Risk/Priority
- Matter Manager
- Status
- The Xakia Quadrant
- A list of matters (clickable to the matter in question)
This interactive dashboard allows you to click on any Division, Category or Status to filter the dashboard. You can also use the filters slide-out on the right hand side to apply further filters where appropriate.
Once a filter has been applied, the dashboard can be reset at any time by clicking on the 'Reset Filters' cross in the top left hand corner of the dashboard.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.