What Is the Activity Feed?
A Hub for All Project Activity
The Activity Feed serves as the central hub for all project updates, consolidating notes, tasks, texts, emails, and reminders into one accessible location. With every piece of critical information at your fingertips, the Activity Feed ensures your team stays informed and aligned throughout the life of a case.
By offering a comprehensive view of activity across your projects, this feature eliminates the need to dig through emails or sift through spreadsheets. Whether it’s tracking client communication, managing deadlines, or logging case updates, the Activity Feed keeps everything organized in one streamlined space.
Why the Activity Feed Matters
Staying on top of project activity is crucial. The Activity Feed provides real-time updates that empower teams to act quickly and efficiently.
Legal professionals rely on streamlined communication to keep cases moving forward. The Activity Feed fosters collaboration by ensuring that everyone, from attorneys to paralegals, has access to the latest information. By reducing miscommunication and centralizing updates, this tool becomes an indispensable part of your workflow, enabling better decisions and better outcomes for your clients.
Key Features of the Activity Feed
Improved Views and Navigation
The Activity Feed has been designed with usability in mind, offering enhanced views and navigation tools that make managing your projects easier than ever. Larger, intuitive icons ensure you can quickly identify activity types, while clickable project names provide instant access to relevant case details. With the addition of quick task management options, you can now assign tasks or mark them as complete directly from the feed—saving time and keeping your team on track.
Customizable Display Options
Every legal professional works differently, and the Activity Feed recognizes that by offering two distinct display options:
- Card View: Dive into detailed updates with information such as tags, time stamps, messages, and attachments. Assign tasks or update assignees and deadlines with just a click.
- Condensed View: Quickly scan multiple updates at a glance with a streamlined summary of activity items. Perfect for getting a high-level overview of project progress.
Flyout Panel for Centralized Details
Gone are the days of switching between tools or tabs to find what you need. The Activity Feed's flyout panel provides a comprehensive view of activity items, including comments, tags, and other essential details. By clicking on an item, you’ll have instant access to all relevant information in one organized view, making it easier than ever to stay informed and take action.
Personalized Feed Preferences
No two workflows are alike, and the Activity Feed ensures you can tailor your experience to suit your needs. With personalized feed preferences, you can customize your view without affecting other team members. Whether you need a high-level overview or detailed updates, you’re in control of how you interact with your project activity.
How the Activity Feed Works
Switching Between Views
Flexibility is key when managing a dynamic legal caseload. The Activity Feed allows you to switch effortlessly between Card View and Condensed View to suit your workflow:
- Card View offers in-depth details for each activity item, including tags, timestamps, and task information. It’s ideal for digging into the specifics of case updates or assigning tasks on the spot.
- Condensed View provides a streamlined overview of multiple activity items, enabling you to quickly assess progress across your project. Perfect for when you need a broader snapshot.
With just a click, you can toggle between these two views, giving you full control over how you engage with your project data.
Managing Activity Items
The Activity Feed empowers you to take action directly within the feed, reducing the need to navigate between different sections or tools. Each activity item is equipped with intuitive options to help you stay organized:
- Assign Tasks: Quickly designate a task to a team member and set deadlines without leaving the feed.
- Add Comments: Foster collaboration by attaching context or instructions to specific items.
- Update Details: Edit activity information, reassign tasks, or change due dates with ease.
Whether you're logging notes, reviewing updates, or ensuring deadlines are met, the Activity Feed is designed to simplify every step of your workflow.
Benefits of the Activity Feed
- Save Time with Streamlined Organization
With all project updates centralized in one location, you can quickly locate and act on critical information. No more wasting time searching through emails or disparate tools—everything you need is right at your fingertips. - Improve Collaboration Across Teams
The Activity Feed ensures your entire team stays aligned by providing a single source of truth for all project activity. Whether it’s notes, tasks, or updates, everyone has access to the same information, fostering seamless communication and teamwork. - Boost Efficiency with Customization
Personalize the Activity Feed to match your unique workflow. With flexible views and tailored feed preferences, you can focus on what matters most to your role, eliminating distractions and maximizing productivity.
Real-World Applications of the Activity Feed
- For Attorneys
Never miss a crucial update with detailed project activity at your fingertips. Stay on top of deadlines, court dates, and case developments to ensure no detail goes unnoticed. - For Paralegals
Quickly filter through tasks, notes, and updates to find the information you need. Whether managing case documents or tracking progress, the Activity Feed keeps you organized and efficient. - For Legal Admins
Centralize team communication and streamline task management. Assign responsibilities, monitor progress, and ensure every team member is aligned—all within the Activity Feed.