Your worklist is your personal to-do list of open matters. Every user has their own. Go to Matters > My Worklist to see the matters you are working on, spot the ones past their due date and open any of them with one click.
Reading the worklist
Work items are grouped into categories:
- New Instructions - matters you created that have not been saved on the matter page since.
- Current Instructions - matters you are busy with. A matter moves here from New Instructions the first time you click Save Matter on it.
The number in brackets after a category is how many work items it holds. Click a category heading to collapse or expand it.
Each row shows:
- a red exclamation mark if the matter is overdue, or a green tick if it is not;
- the matter name and reference;
- the client firm and attorney;
- a status badge: NEW until you open the item, then OPEN;
- the date and time the item was added to your worklist.
Overdue matters
A matter is marked overdue once its Initial Due Date has passed. The marker does not look at the Amended Due Date, so a matter stays marked overdue even after you record a later amended date.
Open a matter
Click anywhere on a row. The matter opens on the Edit Matter page, and if the item was NEW it changes to OPEN. Click Back on the matter page to return to your worklist.
Search your worklist
Type in Search Work Items at the top right. Rows that do not contain the text are hidden as you type, so you can filter by part of a name, a reference, a firm or an attorney. Clear the box to see everything again.
How matters get on your worklist
A matter appears on your worklist when it is assigned to you and you have an open work item for it. That happens when:
- you create a matter and assign it to yourself;
- you take over a colleague's new matter: open it from Search Matter, set Assign to to your name and click Save Matter;
- you reopen a completed matter.
A matter that a colleague creates for you, or reassigns to you, does not always reach your worklist on its own. If you expect a matter and cannot see it, find it with Search Matter.
How matters leave your worklist
- You complete the matter.
- You assign it to someone else.
- You untick Active? on the matter page and save.
- The matter has not been changed for 12 months.
- The matter is deleted.
Completed and inactive matters are still in the system. Find them with Search Matter.
Limits and filtered views
The worklist shows at most 100 work items. If you have more open matters than that, use Search Matter to reach the rest.
Some figures on the Home dashboard, such as overdue matters or a slice of the taxation chart, open your worklist already filtered. A blue Filtered view banner then says what is being shown. Open Matters > My Worklist from the menu to see the full list again.