Smokeball allows you to create default matter-specific post it notes and checklists that will automatically appear in the notes widget when a new matter is created.
The best practice is to use Notes as a checklist for items or things you receive. If you are looking to keep track of important "to-dos" or deadlines use Tasks & Workflows.
How to Create a Default Note
- Select Add a note under the Notes tab of Matter Configuration
- Create a Note using (1) Black Text post it note or (2) Checklist post it notes
- (3) Change the colour of how the note will appear in the matter
- (4) Pin to keep at the top of the notes and colour the entire note instead of just the side
- and (5) Save
Once Saved, the notes will appear in new matters created in Matter Widgets
Did You Know
You can also create a one-off note within an individual matter. You can also Pin certain notes so they appear at the top of the list of notes