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Priority Maintenance

Identify the importance of individual matter activities when compared to others your staff is working on.

The Priority Maintenance hyperlink in the Matter Maintenance sidebar allows site administrators and super users to define priorities that end users may choose from drop-down menus to identify the importance of individual matter activities.

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  • To modify the order priority indicators are listed on the drop-down menu, change the numbers in the Order column.

  • To modify the priority indicator names, change the text in the Priority Name text box. Click outside the text box to save.

  • Use the radio button blue circle radio button under the Default column to set a default priority indicator when adding a new matter.

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Add New Priority Indicators

Enter the new name in the "Add New Priority" text box, and click Save. If you wish to move it higher in the drop-down menu, you can make adjustments after it has been added.
Note: Priority indicators not in use as default are followed by the trash_can icon. Click the trash_can icon to delete the priority label.

Retired Matter Priorities

Priorities that have been retired can been displayed by clicking the View Retired List at the bottom.
Reactivate them by clicking Activate under the Retire column.

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