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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.
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.

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. Users don't receive email alerts if there's a soft required field that hasn't been completed.
If a soft required field is not completed when the matter profile is saved, Tracker displays a warning message. You can continue to save the matter, but the matter is designated as incomplete on the matter Action Items and on the user’s main Action Items.
Soft required fields in the matter profile must be completed before invoices can be delivered to your client's system. If the matter profile is incomplete, invoices can be uploaded but they will have a status of Delivery on Hold. In other words, Tracker leverages the invoice delivery process to ensure that soft required fields are ultimately completed.
Users with a matter role of matter administrator or matter editor receive an Action Items alert if the soft required field was not completed when the matter was created. When a matter profile field is required, the user's Action Items will show that the matter profile is incomplete. The user also will receive an email alert stating that the profile is incomplete.
Delay required fields
These fields are indicated with a and the date displayed. Delay Required fields are required by a particular date.
Delay Required fields are configured by your client's Tracker Coordinator to become required after a certain number of days after the start date of the matter. The following occurs after the day that these fields become required:
  • Tracker displays an Action Items alert that the matter profile needs to be completed.
  • Invoices can be uploaded but will not be delivered to your client until the fields are completed (see the soft required field description above for information about Delivery on Hold invoices).
Optional fields
don't have an indicator. They don't need to be completed to save the form or post and deliver invoices.
Most field requirements in the matter profile are set by your client's Tracker Coordinator when Tracker is being configured. If you have specific questions about the required fields, contact your client's Tracker Coordinator.

Sort columns

Views can be resorted by clicking 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, click the same header again. For example, clicking the Name header again will resort the column in reverse alphabetical order.
To change the number of items displayed per page:
  1. Click (the Account icon) in the left navigation.
  2. Click 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. Click 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 clicking the buttons on the toolbar.
View selector dropdowns
Many pages show dropdowns that allow you to 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 click the section header name to collapse the section.
3 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, click the chevron next to the list item.
Customize column sections
  1. Select the Column options icon or the three small dots on the toolbar and select Edit column settings.
  1. On the Column Settings dialog, choose the fields you want to show. You can choose 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 does not show on the page but is visible in the Drawer when you can click the down arrow to the far right.
    • To hide a field completely, click the Off button next to the field.
Example

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company