Card View swimlanes and filters, task enhancements, email notification enhancements for tasks and legal intake, multi-period report and bug fixes
In this release:
- Card View swim lanes and filters - following this release you can:
- sort your cards by date (existing), status or risk / priority
- filter your list by favorites or hashtags
- Task enhancements -
- Tasks can now be designated as a favorite
- Task status options now reflect the same status options for matters - Not Started, In progress, Awaiting Action and Completed.
- Email notifications -
- Email notifications for task assignments will now include matter name where message content has been enabled
- Email notifications for legal intake will now include matter name and description where message content has been enabled
- Period comparison report - this new report will allow you to select a period from the filters, and this period will be compared to the corresponding period in the previous year. For example, if you select 1 October to 31 December 2019, the data will be compared to the same period in 2018.
- Bug fixes -
- Dispute Log currencies not displaying correctly. This is now fixed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.