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How to view and manage Matter Tickler Dates

You can manage matter tickler dates easily from within the matter homepage

Once you have added a matter tickler date you can view them from the matters page.

  1. Open the sidebar and select the Matters tab, then click Matter Ticker Dates

  2. Here, you’ll see a list of all your matter tickler dates, including details such as the matter, status, upcoming event, and event date. You can also click on any tickler date to open the related matter. 

  3. If a tickler date appears in red, it means it is past due and should be your top priority. To resolve a red tickler date, look into the matter and update the event date to a future date instead of a past one.

    matter tickler help page Photo 3