Top of Page

The icons and links at the top of the page are always visible.

Navigation - top of page

Quick Add

Click on the plus icon "+" in the header to quickly add the following:

  1. New Person

  2. New Matter

  3. New Task

  4. New Event

  5. New Expense

Quick Add
Quick Add

Recent

Click on the star icon "☆" icon to show recent matters, clicking a matter will lead to its matter page.

Recent Matters

Notifications

Click on the "Bell" icon to view notifications.

Notifications

Timecard Widget

Click on the clock dropdown icon (highlighted in red in the image below) to expand and collapse the timecard widget.

Timecard widget collapsed

Click the play icon "▶" in the header to restart the current timecard, if one is running click the pause icon "⏸︎" to stop it.

Timecard Widget

Click the play icon "▶" to start a timecard, if one is already running click the "Pause" icon to stop it

Click the ellipses (...) next to a timecard to edit / delete timecard

Click "My Time" to navigate to the "My Time" page

Click "Unpin All" to unpin all timecards from the pinned section in the widget

Click "New Timecard" to create a new timecard

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