If you often find yourself reorganizing your list of matters/contracts throughout the day for tasks like generating reports, overseeing various departments, or categorizing matters by their statuses, utilizing saved views could be beneficial.
A saved view can simplify your workflow by allowing you to create each view just once, save it, and revisit it whenever you require a rapid and repetitive point of reference.
In this article:
Save your preferred views
Anytime you make a change to the grid layout (adding or removing columns, applying a filter, etc.), the “Save” or "Save as" options will appear.
Selecting "Save" will replace the grid view with your newly made changes.
Selecting "Save as..." allows you to save that grid configuration into your 'My views' area so you can return to it later.
Remember that simply editing your Saved view's grid will not automatically save the changes. If you switch to another view and then return without saving, the grid will revert to the original view before the changes were made. Remember to click 'Save' to keep your changes or 'Save as' to create a new view.
Your list of saved views appears under My Views on the left. There is no limit to the number of views you can save. And you can always rename and delete them if needed; click the ellipsis button beside the Saved view to see these options.
To facilitate collaboration, these views can then be shared with your team.
Check this article to find out How to share views with other people.
Organize your saved views into groups
Groups help you organise your saved views into folders, making it easier to manage and navigate when you have many views.
Instead of seeing a long flat list under My Views, you can create named, collapsible groups and move related views into them.
Create a Group
Go to the Matters or Contracts landing page.
In the left-hand navigation under My Views, click the ⋯ (ellipsis) menu.
Select Create group and enter a name.
The new group will appear at the top of your list.
Groups are personal - only you can see and manage your groups.
Move views into a Group
You can move views into groups to better organise them:
Click the ⋯ menu on a saved view.
Select Move to Group.
Choose the target group and confirm.
You can also drag and drop to:
Reorder groups
Reorder ungrouped views
Reorder views within a group
Note: Groups cannot be nested inside other groups.
Rename or delete a Group
Click the group’s ⋯ menu.
Select Rename or Delete.
If the group contains views, you’ll choose between:
Remove the group only → The group is deleted, but the views remain under My Views.
Delete the group and all views → The group and all views inside it are permanently deleted.
If the group is empty, it deletes immediately.
Can I share groups with other users?
No. Groups are personal and cannot be shared.
Can I create groups inside other groups?
No. Only one level of grouping is supported.
Is there a limit to how many groups I can create?
There is no set limit. Group names must be 80 characters or fewer.
Can I use the same group name in Matters and Contracts?
Yes. Each domain has its own separate group list.