Default Notes

 

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Matter Configuration: Notes

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.

How to Create a Default Note

1. On the NOTES tab within Matter Configuration, click Add a note.

2. You can add a:

  • (1) Black Text post it note
  • (2) Checklist post it notes
  • (3) Change the color of how the note will appear in the matter

 

 

3. Once Saved, the notes will appear in new matters created

Did you know…

  • You can create a note within an individual matter. You can also Pin certain notes so they appear at the top of the list of notes

 

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