iManage Tracker helps you manage tasks related to your matters. You can view tasks across all workspaces, create and assign tasks, and open Tracker for a specific matter to see all associated tasks in one place.

Tracker requires the latest version of Chrome or Microsoft Edge. If you use an unsupported browser, Tracker displays a notice prompting you to switch browsers.

Open iManage Tracker

  1. In the left navigation bar, select Extensions.

  2. Select Tasks. The Tracker dashboard opens with two tabs: Tasks and Matter Tracker.

View your tasks

On the Tasks tab, use the drop-down list. The default view is My tasks by matter. You can group tasks by:

  • My tasks by matter

  • My tasks by due date

  • My completed tasks

  • Others’ tasks

  • Assigned by me

Create a task

Select New task to create a task that doesn't need to be linked to a specific matter.

  1. Select New task. The task form opens.

  2. In the task form, enter the following details:

    • Name: Enter a name for the task.

    • Assignees: Add up to five people.

    • Due date: Select Set due date.

    • File: Select Link item to attach a document.

    • Status: Select a status for the task.

    • Notes: Add any relevant notes about the task.

    • Matter and Tracker name: Identify the matter and tracker the task belongs to.

    • The form will display Created by, including your name and the date.

  3. Save the task.

Use the Matter Tracker tab

The Matter Tracker tab lists your matters, grouped by Recent Workspaces, My Workspaces, and My Favorites. Matters without a tracker display No tracker.

  • Search the list to find a matter by name.

  • Export matters to CSV by selecting the export icon next to the item count.

  • Select a matter to open its tracker. The tracker shows all tasks in a grid with columns for Tasks, Assignee, Due, Notes, Files, and Status.

  • Use the search box, the All tasks filter, and the view controls to adjust what is displayed.

  • If a matter has more than one tracker, each tracker is displayed as a tab at the bottom, such as Tracker and Tracker 2.

Pin a tracker

You can pin a tracker for a matter to the Tasks tab for quick access.

  1. Next to the view drop-down list, select the pin icon.

  2. In the Pin a Tracker dialog, search for a matter or tracker and then select it to pin.

Pinned trackers are displayed on the Tasks tab. From a pinned tracker, you can:

  • Add a matter task by selecting the plus (+) icon.

  • Unpin the matter tracker by selecting the pin icon.

Tracker actions

Each pinned tracker has a More options (three-dot) menu with these options: View Tracker, View matter, Properties, Follow this Tracker, and Unpin Tracker.

The dashboard’s three-dot menu includes Notification preference, Send Feedback, and Tracker Help. These options are summarized here and may be expanded later.