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AdvoLogix Setup: Matter Planner

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The Matter Planner consists of several calendar and scheduling components, including the Matter Kanban, Matter Calendar, and Matter Gantt.

How can the matter calendar be customized?

  1. Enabling this option will display one line for each attendee for a group event in the Matter Calendar and Gantt. Disabling (unchecking) this option will display one row representing all attendees for one group event. See the Matter Calendar and Gantt for more information on how group events are displayed.

  2. Show tasks flagged as Email determines if Email Tasks will display on the Matter Calendar and Gantt.

    NOTE: This option is designed to enhance your experience. The Salesforce platform saves emails as tasks with the subject beginning with 'Email:'. Tasks can also be declared as emails with the type field. In either case, emails are stored in tasks, and this option allows for 'decluttering' the Matter Calendar and Gantt, making your tasks more manageable.

  3. The Kanban grouping field allows your organization to specify which task picklist field will control the column layout within the Kanban. This way, you can customize your Kanban view to suit your needs.

  4. The Matter Planner form overrides allow your organization to specify alternate update forms when using the Matter Calendar, the Matter Gantt, and the Salesforce mobile user interfaces.

  5. The Matter Planner record types will determine the end user's ability to see these options in their calendar. For instance, if your organization does not use time in the calendar. The end-user option to display time will not be presented.  This feature simplifies the options for end users.

Setup Calendar Default Configuration

Default Calendar Configuration allows you to set the default user experience for Matter Calendar when accessed by your users for the first time on mobile devices or desktop browsers.

  1. Display As - Choose a view that best fits your user's requirement as the default starting point when using the matter calendar. 
    • View Mode (Mobile) - The default view to be loaded for mobile devices.
    • View Mode (Desktop) - The default view to be loaded for desktop browsers.

  2. Limit Matters -Control ability to filter activities limited to specific matters filtered by various options, as explained below.
    • List View Filter - To filter activities for specific specific List View Filter for matters. 
    • Focus Matters - To filter activities by your Focus Matters.
    • Include Related Matters - To filter activities by current matters and all related sub-matters. (This option is applicable when Matter Calendar is viewed within the context of a matter record only)

  3. Limit Events -Control the ability to filter events limited by various options, as explained below.  
    • List View Filter - To filter events for specific List View Filter.
    • Show Cancelled - To filter events where Cancelled is checked or not.

  4. Limit Tasks -Control the ability to filter tasks limited by various options, as explained below.
    • List View Filter - To filter tasks for specific List View Filter.
    • Overdue Tasks - To filter tasks where the Due Date is past and the Status is not Complete.
    • Incomplete Tasks - To filter tasks where Status is not Complete.

  5. Items to show -Control ability to show or hide certain types of records.
    • Events - To show events on the calendar.
    • Tasks - To show tasks on the calendar.
    • Time -  To show time on the calendar. (This is applicable only on desktops, as mobile calendars do not display time.)
    • Key Dates - To show key dates on the calendar.

  6. My items -Control ability to filter activities limited by various options, as explained below.
    • Show only - To show activities where only the logged-in user is the owner.
    • Always show - To show activities with all other filters applied but always show logged-in user-owned activities.

If users do not see the default Matter Calendar configuration, as it has been set up by the System Administrator, for the default user experience of Matter Calendar on mobile and desktop, users should clear the cache within the Salesforce Mobile App and desktop browsers.

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