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Tracker Interface Basics

Using Tracker

Navigation
At the left of every page in Tracker, is a dark gray bar with icons. When you move your cursor over the bar, it expands to show a menu of the available functions.
note
The options available in the menu depend on your system role, so your Legal Tracker screen may be slightly different from the illustrations.
When there is a white chevron to the right of a menu item, you can select it to expand the menu and show more options.
Searching for Information
Select the
Quick Search
 icon in the upper right corner of the Tracker screen to display the
Quick Search
 field:
System Timeout
For security reasons, the Tracker times out after a period of inactivity. If you are logged on to Tracker and haven’t actively used the system for 30 minutes, a system timeout warning appears. The timeout warning lets you save any work in progress and lets you indicate whether you want to continue working or sign out.
If you don’t respond within the timeout period, your Tracker session will be closed and any unsaved work will be lost.
Change Timeout Settings
Go to
Settings
,
Password and Sign-In Options
, then
Session Timeout Settings
 to make changes.
Required Fields
Hard Required fields are indicated with a red star . Hard required fields must be completed before you can save the page or form you are working on. Except for certain fields in the matter profile, all fields in Tracker are hard-required fields.
Soft Required fields are indicated with a gray star . Soft required fields must be completed before the firm can post an invoice to the matter.
Sorting Columns
Views can be resorted by selecting column headers. For example, the list of users in the following graphic is sorted alphabetically by the
Name
 header:
To change the direction of the sorting within a column, select the same header again. For example, selecting the
Name
 header again will resort the column in reverse alphabetical order.
Change the Number of Items Displayed per Page
To change the number of items displayed per page:
  1. Select (the
    Account
     icon) in the left navigation.
  2. Select
    Preferences
    .
  3. In the
    General Options
     section, enter the number in the
    Number of Items Per Page
     field. You can use any number between 1 and 999.
  4. Select
    Save & close
     in the toolbar.

Page Elements

As you use Tracker, you will find that many screens have similar elements. You will find it helpful to become familiar with these elements and how they work.
Toolbar
On most pages in Tracker, a toolbar at the top provides links to common functions. For example, you add or save new information by selecting the buttons on the toolbar.
View selector dropdowns
Many pages show dropdowns that let you refine the information that appears on the page.
For example, the dropdown on the Matter list page lets you select which matters to show. Selecting
My Open Matters
 lists your open matters. Selecting
All Closed Matters I Can Access
 shows the list of your closed matters.
Collapsible sections
Some pages have section headers that can be expanded and collapsed. You can select the section header name to collapse the section.
Three dots icon
The three dots icon (sometimes called an ellipsis or meatballs menu) is at the far right of the toolbar. When you select the dots, a menu appears with the additional functions that are available for the current Tracker screen. The contents of the menu depend on the screen.
Tabs
Tabs provide access to additional information for matters and invoices, such as documents that are attached to a matter or audits that must be resolved for invoices. The active tab is indicated by an orange underline.
Drawer
The drawer is the detailed view that is available for Items that appear in lists, such as matters and invoices. To open the drawer, select the chevron next to the list item.
Customizing column settings
  1. Select the Column options icon or the three small dots iconon the toolbar and select
    Edit column settings
    .
  1. On the Column Settings dialog, select the fields you want to show. You can select from a list of possible columns and indicate whether the columns appear on the list page or only in the drawer:
    • Check the buttons under
      Column
      for the fields that you want to appear on the page when it opens.
    • If you select
      Drawer
      , that column doesn’t show on the page but is visible in the Drawer when you can select the down arrow to the far right.
    • To hide a field completely, select the
      Off
      button next to the field.
Example

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company