Pin a Matter to the Pinboard

Pin a Matter to the Pinboard

If you have a matter that you need to reference frequently, pin it to the Pinboard for easy access.

1. Go to Matters

Click on "Matters" in the left menu bar.


Go to Matters

2. Select a Matter

Click on a matter in the table to select it.


Select a Matter

3. Click on the Thumbtack Icon

Click on the thumbtack labeled "Pin Matter".


Click on the Thumbtack Icon

4. Select the Matter on the Pinboard

Now you can automatically go to that matter by clicking on it in the Pinboard.


Select the Matter on the Pinboard

5. To Unpin the Matter...

You can click on the thumbtack labeled "Unpin Matter" to remove it from the pinboard.


To Unpin the Matter...

Or you can click on the thumbtack next to the matter in the Pinboard.


unpin from bar

Either way, you will be prompted to "Confirm" or "Cancel" the unpinning.


confirm unpin

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