Learn how to manage your matters with the Kanban board widget on your dashboard.
Use the Kanban board widget to view matters by stage and update their stages in a central location.
Before you begin
The Kanban board widget uses matter stages in order to work properly. Learn how to set up matter stages and apply them to your matters. You can also import matter stage sets into Smokeball.
Adding the widget
- Navigate to your Dashboard and select Customize.
- Select Add Dashboard.
- Select Productivity and then select Kanban Board from the Widget Library window.
- Customize your Kanban Board options and then select Add.
- Select Save.
- The Kanban board will now be on your Dashboard.
Using the Kanban board
- Use Drag and Drop to change a matter’s stage. Any update you make to the stage on the Kanban board will be reflected in the matter as well.
- Click on the matter details of a card to open the matter.
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