Enhanced Timeline Dashboard, Tasks on Card View, Simplified Task Slide Out and more
In this release:
- Timeline Dashboard - an enhanced Timeline Dashboard shows you the movement of matters over time, and compared to the same period last year. As with all dashboards, note that each 'widget' on the dashboard has multiple choices to help you find the information you need.
- Tasks on Card View - for ease of reference, each matter card on the Card View now includes a quick list of tasks, together with the task owner and a 'complete' check box.
- Simplified Task slide-out - this slide out has been simplified to allow for quick adding of information. To access more detailed information, click on the 'More' expander button at the bottom of the slide out.
- Bug fixes:
- Legal Intake - documents not validated or permitted in the Legal Intake portal were causing a legal intake submission to fail without notification. This has been fixed.
- General matter - converting an existing matter with related matters to work type 'General' was causing the related matters relationship to fail. This has been fixed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.