Objective:
- Locate the Timeline of a particular Matter
- I need to view a list of activities that have taken place on the Matter (created, edited, and deleted)
- See who made changes to a Matter
- Edit a Matter
- Timeline
- Unable to see the Timeline of a Matter
- Update Matter visibility on a Matter Timeline
Environment:
- Clio Manage
Additional Information:
- For steps on how to access the Firm Feed, see here.
Procedure:
- Go to Matters
- Select the required Matter, alternatively, you can use the filter option to locate the Matter (How to Filter for Matters)
- On the bottom right of the screen, you will see Timeline. You can also apply a filter to the Timeline (How I Use the Filter on the Matter Timeline?)
Or
- Go to Settings
- Select Firm Feed
- Tick Firm Feed visibility (Everywhere, Everywhere but Matters page, Nowhere)
- Click Save