Overview

This guide explains the various menu options in the home screen: Action Bar. 


Home Screen: Action Bar


The Action Bar on your home screen is your easy access point to create most things in EvolveGo including the following:



1. Create a new Matter or Matter Template

Here is where you will go to create a new matter each time.



2. Create a New Contact

You can create a new contact from here even before you have created a matter for them.



3. Create a New Calendar Event

You can create new events here that may not have a related matter set up as yet.


4. Create a new Task
You can create new tasks from the main screen without having to find the matter first.



5. Create a new Phone Message

Phone messages are a very popular tool and make it very easy to manage your inbound messages. 


 

6. Create a new activity

Activities are used to keep a record of your day to day actions throughout the life of a matter and can also be utilised to automate your time billing. 



7. Access to Billing

This tab will take you straight to your Billing & Accounting which will launch in your web browser.



8. Access to AutoTime

AutoTime is a feature that allows the user to automatically generate time billing based on their activity within a matter. This tab will be your direct access to manage and review and AutoTime that has been tracked by EvolveGo.