Add a Status to a Matter

by Christina Moore Updated May 28, 2020

Participants on a record can keep up-to-date with activity on a matter via the Status App. You can add a status to any matter via the Add Status Button under More Actions on a Matter’s View Page.                

Selecting the Add Status Button, fires the Status App launch form. Anyone can add a status via this form as long as the matter’s Phase is “Open”.

While fully configurable, the form is currently only populated with the current date, and a text field for the Current Status. Once submitted, the Status is added to the Statuses App Panel on the Matter record.

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