Who can use this feature?
👤 Contributor, In-House Legal, or Administrator roles
🔑 Needs the 'full matter/contract access' permission
In this article:
Overview
Actions are alerts that require your attention to move something forward. They help you avoid being a bottleneck by making sure you're aware of your most critical tasks. You'll always know what is being asked of you, who requested it, and how long it has been pending.
Actions can include:
A status update request.
A contract or invoice approval request.
An organization invite request.
How to manage assigned Actions
To access your Actions list, click the Inbox - Actions icon on the left menu. A red badge with a number indicates the number of items that require your attention.
Clicking the Actions option takes you to the Active tab of the Actions page.
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 providing status updates and approving an invoice.
Any steps taken to complete the Action will notify the individual who requested it (depending on the user's notification preferences) and be reflected in the Activity tab of the corresponding matter or contract.
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 modal below will appear, where you can select a person from the People Picker and add a message if needed. You can only select a person who is already a member of the matter.
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, can mark the action as resolved. If someone other than the assigned person resolves the action, the assigned person will be notified accordingly.
The business (standard) user perspective when working with Actions
Business users can learn more about reviewing and completing their assigned Actions here.