Open Up the Detail Directly from the Dashboard
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.
![](https://support.trialworks.com/wp-content/uploads/2019/09/TW-Tip-9-26-1024x536.jpg)
Check out the two examples below to learn how to open the Detail Windows directly from Dashboard.
- Dashboard > Select a view (for example, Case with Last Note):
![](https://support.trialworks.com/wp-content/uploads/2019/09/Pic-1-1024x637.png)
- Highlight the relevant row and click “Open Detail.”
![](https://support.trialworks.com/wp-content/uploads/2019/09/Pic2.png)
- The Note detail window opens, where users may further edit or modify.
![](https://support.trialworks.com/wp-content/uploads/2019/09/Pic-3-1024x331.png)
2. Dashboard > Select a view (for example, Deposition Transcripts):
![](https://support.trialworks.com/wp-content/uploads/2019/09/Pic-4-1024x549.png)
- Highlight the relevant row and click “Open Detail.”
![](https://support.trialworks.com/wp-content/uploads/2019/09/pic-5.png)
- The Deposition detail window opens, where users may further edit or modify.
![](https://support.trialworks.com/wp-content/uploads/2019/09/pic-6-1024x609.png)
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!