Frequently Asked Question

How do I change the layout of the Matter Dashboard?

The layout is not fixed. You can choose which widgets appear and arrange them in Edit Layout mode:

  1. Open any matter’s dashboard.
  2. Click the blue Edit Layout button (grid icon) next to Matter Dashboard.
  3. Drag widgets to move them, and drag their edges to resize them. Use the Widgets checkboxes to show or hide widgets such as Summary, Dates, To-Dos, and Parties, or pick one of the Layout Presets.
  4. Click Save Layout, or Cancel to discard your changes.

At least 2 widgets must remain active. The layout is saved as your personal preference and applies to every matter you open; it does not change other users’ dashboards. On mobile screens, positions and sizes are formatted automatically, and you can only choose which widgets to show.

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