Open Up the Detail Directly from the Dashboard

In TrialWorks Tips by trialworks

Grab This Time-Saving Tip!

Dashboards are one of the most valuable-but-under-utilized features in TrialWorks. If your Firm is currently leveraging the power of the Dashboard, then this week’s tip will especially benefit you – by saving a few extra steps.

Check out the two examples below to learn how to open the Detail Windows directly from Dashboard.

  1. Dashboard > Select a view (for example, Case with Last Note):
  • Highlight the relevant row and click “Open Detail.”
  • The Note detail window opens, where users may further edit or modify.

2. Dashboard > Select a view (for example, Deposition Transcripts):

  • Highlight the relevant row and click “Open Detail.”
  • The Deposition detail window opens, where users may further edit or modify.

TrialWorks strives to make your daily work life easier and more productive. For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 or email training@trialworks.com. To book training online – CLICK HERE .

Stay tuned for more Tips, and be sure to check out our website for more information on TrialWorks 11!