The Matter Timeline makes it quick and easy to see all activities or actions that have happened on a particular matter. This feature helps keep every staff member on the same page in regards to what has happened in every matter.
Use the Matter Timeline to immediately understand the history and progress of your matters.
Matter Timeline Basics
Every lead and matter in Smokeball includes a Timeline. Select Timeline from the Widgets section to switch to the Timeline View.
What does the Timeline include
The matter timeline focuses on providing the following information:
- Emails - sent and received
- Intake Forms - sent and completed
- Client Portal Messages - sent and received
- Memos - created within the matter
- Phone messages - messages left and returned
- Tasks completedÂ
- Matter Stage transitions
- Events attended
- InfoTrack - orders completed
Navigating the Timeline
The Timeline is organised with the most recent activities at the top. Scroll down to see additional activities.
Select any of the activities to open and review the activity in further detail.
Select the arrows to expand or minimise the level of detail provided on each activity.
Set Matter Timeline as default view
To set Matter Timeline as your default view over widgets, right-click and select Set as default.
Did You Know
Smokeball has additional features to help you stay on top of every detail of your matters.
- Activity automatically tracks how much time is spent on all activities in Smokeball. Use Activity to make billing easier and understand your profitability. Learn more about Activity .
- Matter File History can be used to see all changes made on any file. Learn more about Matter File History.