Using Grid Filters & Views in Matters

The new Grid Filters & Views feature helps you manage your matters more efficiently. You can now filter, customize, and export matter lists exactly the way you need ✅. No more scrolling endlessly — focus on what truly matters!

✨ What is Grid Filters & Views?

This feature allows you to:

• Filter matters by type, status, practice area, priority, owner, last updated, and more.
• Customize your columns so only the information you need is visible.
• Save views and quickly switch between them depending on your workflow.
• Export your data in a structured format that matches your grid view.

☝ How to apply filters

1. Go to the Matters tab.
2. Click on Filters in the top bar.
3. Select one or multiple criteria (e.g., Status = Open, Priority = High).
4. Your matter list will update instantly.

Tips:

• Use the “Clear filters” button to reset your search.
• If no matter matches, you’ll now see “No matter found” instead of a confusing “Create your first matter” message ⭐:contentReference[oaicite:0]{index=0}.

✍ How to customize columns

1. Click on the Columns button in the top-right of your matter grid.
2. Select or deselect the columns you want to display.
3. Drag and drop columns to reorder them ✊.
4. Confirm to save your changes — your grid updates instantly.

Important: The Name column is always mandatory. Other columns can be hidden or shown as you prefer.

⚡ Saving and reusing views

Instead of setting filters and columns each time, you can save them as a custom view:

1. Apply the filters and column setup you want.
2. Click on Save View.
3. Give your view a name (e.g., “Open High Priority”).
4. Switch between saved views from the dropdown menu anytime ✌.

⏬ Exporting your matters list

You can export your current view in just a few clicks:

1. Set up filters and columns as needed.
2. Click on Export.
3. Your export file will match the exact order and fields displayed in your grid.

Note: Contributor users can now also export matters.

❓ FAQ & Limitations

• Filters apply only to the current matter scope (All Matters vs My Matters). For example, some filters like Practice Area are available only in “All Matters”.
• Sorting is supported for key fields such as Name, ID, Status, Owner, Dates, and numeric fields. Some advanced fields are still being optimized.
• Views are personal — they are not shared across users.

⭐ Benefits at a glance

• ✅ Faster access to the matters that are relevant to you.
• ✅ Flexibility to configure grids to your needs.
• ✅ Clean exports for reporting and collaboration.
• ✅ Clearer error messages when no matters are found.