Pinned Matters

Pinning a matter allows you to pin it to your homepage dashboard and the global search window, where you can access it quickly and easily. 

Pin a Matter from the Matters list

1. Click Matters on the left pane.  

2. Search for the matter you want to add to Pinned matters. 

3. Select the matter, click the ellipsis button on the right corner and click Pin matter. 

4. The matter will now appear on your homepage dashboard in the Pinned matters widget.  

You will also see it in the global search window. 

You must have this element selected to appear on your dashboard in Personal settings. 

 

Pin a Matter from the Overview tab 

You can pin a matter on the Overview tab by clicking Pin matter from on the top right of matter Details. 

Removing a Pinned Matter 

If you no longer want a matter to be added to your pinned matters, you can easily remove it.  

1. Click Matter on the left pane.  

2. Search for the matter you want to remove from Pinned matters.  

3. Select the matter, click the ellipsis button on the right corner and click Unpin matter. 

Removing a Pinned matter from Overview tab 

You can unpin a matter on the Overview page by clicking Unpin matter from the Details tab on top. 

Removing a Pinned matter from Dashboard 

1. From the Dashboard page, click on the Pinned matters widget. 

2. Select the matter and toggle Pinned to No. 

The matter will no longer show in your Pinned matters. 

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