Frequently Asked Question
How do I find matters I haven’t reviewed recently?
Use the Unreviewed / Stale Matters widget on your dashboard (the home screen you see outside of a matter). It lists matters assigned to you in one of two modes:
- Unreviewed Matters - no activity tagged Reviewed within the time period.
- Stale Matters - you have not created any non-hidden activity within the time period.
To switch modes or change the time period, click the cog icon on the widget, then choose a Display option and a Time Period (days): 30, 45, 60, 90, or 180. The default is Unreviewed Matters over 30 days.
To mark a matter as reviewed, add an activity with the Reviewed tag.