Alison Albers
Activity overview
Latest activity by Alison Albers-
Alison Albers created an article, How does the Minimum Activity Filter work?
The Minimum Activity Filter is designed to simplify your view of the Timeline tab and make it easier to parse through a high volume of work activity. Note: if your Minimum Activity Filter is gr...
-
Alison Albers created an article, How do I see all of the activities within a group?
Grouped or linked activities will still appear chronologically in Timeline. Whether you're drafting a narrative to address the entire group or simply wanting to view the group in its entirety, you ...
-
Alison Albers created an article, How do I edit my Current Matters List?
In the Timeline tab, the Current Matters List gives you quick access to the clients and matters you assign time to most frequently. There are 2 ways that a client or matter (C/M) appears on your l...
-
Alison Albers created an article, How do I use the grouping and ungrouping features to consolidate my time?
Grouping allows you to consolidate time entries and simplify narratives. A few notes to keep in mind: Billing hygiene: Grouping is helpful for billing hygiene and timesheet organization, in cases ...
-
Alison Albers created an article, How do I reassign a client / matter to multiple activities?
In the case of Temporary matters or updated matter names, you may need to reassign time. Leverage your Current Matters List to identify all of a day's activities pertaining to a certain client matt...