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See at a glance the items that require your attention

Alina avatar
Written by Alina
Updated over a week ago

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Actions are alerts that require your attention to progress in something.

This ensures you know what is being asked of you, who requested it, and how long it has been waiting. It prevents you from being a blocker by ensuring you are aware of your most critical tasks.

These can include items such as a Matter Manager assignment needing acceptance, a status update request, a contract approval request, an invoice approval request or an organization invite request.

How to manage assigned Actions

To access your Actions list, click the Inbox - Actions icon from the left menu.

A numbered red dot displays next to it, letting you know how many items require your attention.

By clicking on the Action, you will be directly taken to the relevant area of a matter, contract, or invoice, where you can perform necessary actions such as accepting an assignment, providing status updates, and approving an invoice.

Any actions performed to complete the Action will notify the individual who requested the action (depending on the user's notification preferences), as well as in the Activity tab of the corresponding matter.

You may view your Actions by navigating to Inbox>Actions. From there, you will see two tabs that will show your Active and Completed actions. You may also sort and filter the entries if needed.

How to add an Action to a matter

To add an Action to a matter, click the Add new action icon found on the upper right-hand side of your matter page.

The below modal will appear, where you can select a person from the people picker and add a message if needed. Note that you can only select a person who is already a matter member.

Once done, click Send.

The selected person will then receive the Action in their Inbox, as well as in-app and email notifications (depending on their notification settings).

Note: All members of the matter, except those with limited access, have the ability to mark the action as resolved. In the event that someone other than the assigned person resolves the action, the assigned person will be notified accordingly.

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