Organise and filter matters

Make your matters easier to find by customising your matter views and filters.

Table of Contents

• Customise and sort column headers

• Filter matters by staff, state or status
• Handy Hints

Customise and sort column headers

Right-click anywhere in the headings row to select or unselect the required columns to be displayed.

Sort each heading in ascending or descending order by clicking on them.

Filter matters by staff, state or status

Click on the status filter menu on the top-right corner of the matters list to filter the matter list by Status, State, Person Responsible, Staff, Tags, Stage or Open Date.

Handy Hints

You can quickly access 5 of the most recent matters you were working on from Recently Viewed.

Right-click on any matter on triConvey's matters page to view additional options.