Customization

What are the different customization options available with Tracker?
The following options let you or your administrator to personalize the iManage Tracker experience:

Administrator

Administrator/User

The following customizations must be performed by an administrator who has access to iManage Control Center. For more information, refer to the Configuring the application section in iManage Tracker Administrator Help.

An administrator or a user with the required permissions can perform one or more of the following checklist customizations. For more information, refer to Customizing the checklist.

Changing the order of the Tasks tab in iManage Work: Change the position of the Tasks tab in the iManage Work side navigation panel. By default, the Tasks tab is added at the end (after the list of existing tabs) but can be dragged to any position in the list. For more information, refer to the Adding the Tasks tab to the iManage Work side navigation panel section in iManage Tracker Administrator Help.

Adding custom fields: Create checklist fields with custom names and values per the specific requirements for your project.

For more information, refer to Adding custom fields.

Adding iManage Tracker toolbar option to the folder/subfolder and matter view: Add the iManage Tracker toolbar option to one or more of the following views in iManage Work:

  • Folder

  • Subfolder

  • Matter 

For more information, refer to the Adding iManage Tracker option to the toolbar section in iManage Tracker Administrator Help.

Customizing the Status field: Add more drop-down options as required to the Status field in a checklist and edit the preset options for the three basic states in the task completion process. This enables you to set statuses that are customized per your domain, and are standard terms that all users in the organization are familiar with.

What's more, you can also make each status option appear distinct by choosing the highlight color for:

  • any/all of the default status drop-down options provided

  • custom status drop-down option(s) that you add

For more information, refer to Customizing the Status field.

Adding iManage Tracker options on context menus: Add the Add as Tasks in Tracker and Add as Tasks in Tracker options on the right-click menus and kebab menus for one or more of the following:

  • Documents

  • Emails

  • Matters

  • Folders

For more information, refer to the Adding iManage Tracker options to context menus section in iManage Tracker Administrator Help.

Changing the fields displayed: Customize the fields in your checklists using the following options:

  • Add and remove custom and default fields.

  • Change the order in which the fields appear.

  • Add custom fields.

  • Change the name and settings of custom fields and delete them.

  • Restore the default settings that iManage Tracker provides for checklists.

For more information, refer to Changing the fields displayed.

iManage Tracker panel in Microsoft Outlook: Use the imEMM.config file to configure one or more of the following customizations for the iManage Tracker panel in Microsoft Outlook: 

  • Enabling/disable the iManage Tracker pane in Microsoft Outlook

  • Specifying the customized service URL

  • Showing the panel on startup

  • Initializing the panel on startup

For more information, refer to the Customizing the iManage Tracker panel in Microsoft Outlook section in iManage Tracker Administrator Help.

Dragging columns to the required place: Drag any column in the checklist to reposition it and change the existing order in which the columns are displayed. The Tasks column is immovable and always appears first/left most in the checklist.

For more information, refer to Dragging columns to the required place.

Showing/hiding fields using right-click menu: Select the right-click options for any column in a checklist (except the Tasks column which must be displayed at all times) to hide/show it.

For more information, refer to Changing the fields displayed.

Selecting users and groups you want to get email updates about: To ensure that the iManage Tracker daily email report includes updates about the tasks of the users and groups you want to be regularly updated about, select them using the Preferences option. The email lists the updates separately for each user and group.

For more information, refer to Selecting users, groups, and trackers to get updates on.

Tasks 

  • Where can I view the tasks that I have assigned to others/find the consolidated list of tasks that I have assigned to others?
    The following are the two ways to view the tasks that you have assigned to others:

    • In the default Tasks tab view in iManage Work or on the Tasks tab in the iManage Tracker panel in Microsoft Outlook, select Assigned by me from the filters list available in the upper-right corner. For more information, refer to Task filters.

    • Go through the Tasks assigned by me section in the daily email report, which iManage Tracker sends to you, lists of tasks that you have assigned to other users and the date when they are due. For more information, refer to Viewing the daily email report of your and others' tasks.

  • Where can I find all the tasks assigned to me?
    The following are the two ways to view your tasks:

    • In the default Tasks tab view in iManage Work or on the Tasks tab in the iManage Tracker panel in Microsoft Outlook, the My tasks by matter filter is selected by default and all your tasks are listed under each of the matters to which they belong. Alternatively, you can select the My tasks by due date me or the My completed tasks filter from the list available in the upper-right corner. For more information, refer to Task filters.

    • Go through the My tasks section in the daily email report, which iManage Tracker sends to you, to view the tasks assigned to you. For more information, refer to Viewing the daily email report of your and others' tasks.

  • Can I assign tasks to external users who don't have access to a matter?
    You can assign tasks in a checklist to any user who has access to the checklist, that is, users and groups added to the access control list (ACL) for the matter that contains the checklist. For a public matter, any user who's added to the iManage Work Server that you're currently connected to can be assigned a task in the checklist. Users who don't have access to the checklist are considered external users. They're allowed to view only their tasks and not the entire checklist. The following confirmation message is displayed when you try to assign tasks to external users.

Checklists

  • Is there an option to add more columns for a checklist?
    You can add more columns to a checklist by selecting More options  in the upper-right corner and then selecting Add custom field. Alternatively, select Add custom field image-20240722-205044.png (located after the last field header). For more information, refer to Adding custom fields.

  • How can I customize the Status values for my checklist?
    Not only does the default Status field provide you preset options for the three basic states in the task completion process, it enables you to edit the existing status names and add more drop-down options as required. You can set statuses that are customized per your domain, and are standard terms that all users in the organization are familiar with. For more information, refer to Customizing the Status field.

Miscellaneous

When I select Send Email from the kebab menu for a task, the application does not open the email in Microsoft Outlook. How can I fix that?
To use the emailing option in iManage Tracker, ensure that a default email application is configured for your device. Choose the Default Email App you want: