A matter can go through various states in its lifecycle. Typically matters start in an 'Active' state and can move into 'Scoping / Review' states if a scope is applied. If the matter is waiting on someone else or temporarily not dealt with, it will be 'On Hold'. When a matter is closed, it will be in a 'Complete' state.

In this article :

Edit the State of a matter from the matter

To change the matter state, you must be the matter owner, manager, or delegate.

Click on the Ellipses menu available on the top right of the Matter details.

This will trigger a modal from which you can choose the new matter state :

If a Matter completion flow has been set for that matter type, then this will be triggered before changing the matter to Complete.

Note! Standard users or limited members can’t change the state of a matter.

Show or hide completed matters in your grid

To show or hide closed matters, add the 'State' column to your matter list. To add the 'State' column, look for the column icon at the top right corner of your matter list.

A column selector will pop up, and you'll find the 'State' option near the top on the left - drag it over to the top of the list on the right - then click Apply.

The list will refresh, and you will see the state column on the left side. You can then click on the 'Filter' icon in that column to choose which state(s) you want to view.

Choose the relevant options and press 'Filter'

Watch this short animation to see how to filter on matters that are Complete:

The list will refresh, and you can either update the existing view by pressing 'Save' or create a new view by pressing 'Save as'.

You can use this method to apply filters to any column of the matters list.

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