Accessing iManage Tracker

Sign in to iManage Work. On the home page, select Tasks in the side navigation panel. The Tasks option can also be accessed whenever the side panel is available for any container/page that you browse to in iManage Work.

Figure: Tasks option in iManage Work

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The Tracker view appears with the Tasks (selected by default) and Matter Tracker tabs.

Figure: Matters with task count

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Alternatively, browse to the matter for which you want to create a checklist, and select images/download/thumbnails/143428509/TrackerLinkForMatter.png from the toolbar. This option is available as an action menu in the top toolbar, or appears as a command in the toolbar (if configured by your administrator) for the following containers:

  • Matter: When viewing the contents of a matter by selecting the matter name or its shortcut.

  • Folders and subfolders in a matter: When viewing the contents of folders and subfolders in a matter by selecting the folder/subfolder name or its shortcut.

For more information, refer to the Configure toolbars section on the Settings page in iManage Control Center Help. Alternatively, select iManage Tracker from the kebab menu for a matter while in the matters list.

On the home page, select Add a task or Import tasks and then create the checklist.

Figure: iManage Tracker welcome screen

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After checklists are created for different matters and tasks are assigned, you and the assignees can copy the task and checklist links and share them with other users.

In the checklist view in iManage Work, select View my tasks in the upper-left corner to display the Tasks (selected by default) and Matter Tracker tabs.

iManage Tracker panel in Microsoft Outlook

With iManage Work Desktop for Windows installed, you can access the iManage Tracker panel in Microsoft Outlook. On the Home ribbon bar in Outlook, select Tracker Panel in the iManage Work group to open the iManage Tracker panel. View your tasks using the Tasks and Matter Tracker tabs similar to the ones mentioned in the preceding text.

Figure: iManage Tracker panel in Outlook

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To view the checklist for a matter using the Tasks tab in Microsoft Outlook:

  • Select images/download/thumbnails/143428509/Outlook_Options.png > View matter tracker for a matter in the list, and sign in to iManage Tracker using the browser window that opens to view the checklist for the matter.

  • Select a matter name to open the checklist in the Microsoft Outlook panel. Select View my tasks in the upper-left corner to return to the panel view.

To view the checklist for a matter using the Matter Tracker tab in Microsoft Outlook , select the matter.

Viewing your tasks in iManage Work and Microsoft Outlook

When you sign in to iManage Work and select Tasks in the side navigation panel on the home page, the Tasks tab appears by default. It displays your matter-wise tasks. To browse to your tasks in the checklist view in iManage Work, select View my tasks. The Tasks tab that appears lists all your tasks. For more information, refer to Viewing your tasks.

Your matter-wise tasks are displayed by default in the iManage Tracker panel in Microsoft Outlook.