Adding iManage Tracker options to context menus

You can ensure that the Add as Tasks in Tracker and Add as Tasks in Tracker options are available to users in iManage Work on right-click menus and kebab menus (accessed by selecting images/download/thumbnails/150670220/KebabIcon.png for Documents, Emails, Matters, and Folders.

Figure: Add as task option (single doc)

images/download/attachments/150670220/OneDoc_AddTask.png

Figure: Add as tasks option (multiple docs)

images/download/attachments/150670220/ManyDocs_AddTasks.png

Perform the following steps to add the options:

  1. Sign in to iManage Control Center.

  2. In the left navigation panel under Work Clients, select Web Client.

  3. Select CONTEXT MENUS > Documents.

  4. Verify that the Add as Tasks in Tracker and Add as Tasks in Tracker options are displayed in the list of context menu.
    If these options are not visible, select Add action and then select both the options. They are added to the list.

    NOTE:

    If the options are not visible even after selecting Add action, select Restore defaults. All available context menus are displayed.

    Figure: Tracker options for Document context menu
    images/download/attachments/150670220/CC_ContextMenu.png

  5. Drag the options to where you want them to appear in the list and select Save.

  6. Repeat steps 4 and 5 for Emails, Matters, and Folders to ensure that the following options are available:

    • Emails: Add as Tasks in Tracker and Add as Tasks in Tracker.

    • Matters: iManage Tracker.

    • Folders: iManage Tracker, Add as Tasks in Tracker, and Add as Tasks in Tracker.

NOTE:

To ensure that the context menu options are visible to all iManage Work users, ask them to sign out of iManage Work and sign in again. The options are available on right-click menus and kebab menus (accessed by selecting images/download/thumbnails/150670220/KebabIcon.png ) for Documents, Emails, Matters, and Folders.

The following animated GIF shows the process mentioned in this section.

Figure: Adding iManage Tracker context menu options

images/download/attachments/150670220/05_ContextMenu.gif