Tracker for Outlook Workflows | My Matters

My Matters provides a quick path to review Tracker matters while you’re working in Outlook. You’ll find many of the matter profile details stored in Tracker on matter detail cards in the add-in, including related financial and firm information.

Workflow Guidance

Find a Matter
  1. In Outlook, select the relevant email (or any email).
  2. Click the Tracker icon to open the add-in pane.
  3. In the add-in pane, click the add-in Menu icon, then select
    My Matters
    .
  4. Find a matter by scrolling or searching the matter type tabs.
    • All Matters
    • Recent Matters
    • Favorites
Review Matter Details
  1. To see matter card details, click the
    Matter Card
    icon next to a matter in the All Matters, Recent, or Favorite list.
  2. On the matter card, click the following icons to review other matter detail categories:
    • Firm information
    • More matter information
    • Organization information
    • Spend and budget
Favorite a Matter
Click the Favorite icon on the matter card to favorite a matter and add it to the add-in Favorite list. To remove a favorite, click the Favorite icon again.
Favorite matters are shown on the Favorite tab, and also on the All and Recent tabs where they are marked with an asterisk. Matters that you favorite and unfavorite in the add-in or in Tracker are always marked as such in both places.
Email the Lead Person or Lead Counsel
Click the name link on the matter card to email the matter’s lead person from your default email application, or the name link in firm information details to email the firm’s lead counsel.
See a Matter in Tracker
Click the View in Tracker icon on the matter card and sign in to Tracker. Tracker takes you directly to the selected matter’s profile.
Close the Matter Card
Click the
Matter Card Close
icon.