Displaying the List of Your Matters

To display the list of your matters:
  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Use the drop-down list to find a specific kind of matters, such as recent matters or closed matters.
You can also create custom matter lists. When you do, they are added to the drop-down menu.

Accessing Matters From Your Action Items

You can also view and access a partial list of matters from your Action Items. However, the Action Items list does not necessarily show all your matters: it only shows those matters for which action is required.