Duplicate/Clone Work Item
Overview Work items can be duplicated/cloned from one entry to create a new work item entry. The ability to clone a work item entry provides the user with an efficient option of copying details f...
Work Items
4 articles
Move Work Items in Bulk
Overview Multiple Work Items can be transferred from one matter to another in a single process. How to move work items 1. Navigate to 'Work Items' via the top menu. 2. Apply the releva...
Create, Edit and Write Off Work Items
Overview This Guide covers how to record, edit and write off work items. TABLE OF CONTENTS Overview Create Work Item From Work Items tab in the Navigation Menu From Work Item + in the...
Custom Work Item Units & Duration Reporting
TABLE OF CONTENTS Global Firm Setting How to set a Custom Unit/Duration at Client Level How to set a Custom Unit/Duration at Matter Level Review a Work Item Duration Reporting on the Units/...