Making it easier to assign matters as an Intake Manager can make your work faster and more efficient. Here are two straightforward methods to expedite this process:
Assign matters in one quick bulk action
When you need to assign multiple matters swiftly, follow these simple steps:
Select Matters: From the Intake queue, choose the matters you want to assign.
Edit Members: Click on the 'Edit members' icon located within the queue.
Choose Matter Manager: Opt for 'Edit matter manager' and select the appropriate manager from the people picker icon.
Assign matters by editing the matter manager from the grid
Another efficient approach is to edit the Matter Manager directly from the Intake grid. Here's how:
1. Toggle Editing Mode: Click on 'Toggle editing mode' from the grid.
2. Direct Grid Editing: Once in editing mode, you can assign the Matter Manager directly from the grid. Navigate through the matter manager column and assign the suitable person accordingly.
Note that You will need this permission enabled by your Administrator in order to do this:
By employing these methods, you can manage your Intake queue more effectively, saving time and effort in assigning matters.