It’s about time I put up a post for another in the WorkSite Tips & Tricks category. This one is a couple of suggestions for helping manage your My Matters list (or My Workspaces, My files etc)
- Use categories : rather than have one long list of shortcuts to matters, use categories to organise them into logical units (e.g. clients etc). This is a simple to do, right click on My Files and select New>Category. In the example below I have a “Group” workspaces category and then a list of my workspace shortcuts and another category which has all the IT workspaces.
One of the annoyances of the FileSite app is the inability to remove >1 shortcut at a time, to tidy up for example. But there is a way to do this:-
- To quickly remove shortcuts from My matters, rather than doing the right click delete many times, choose Add shortcuts… From here you can go into your My Files and multi‐select shortcuts within this dialog, then delete all old workspaces in one go.
You know, I’ve been using WorkSite for 2 years now and didn’t know that. Really useful, thanks. I guess I’m too busy building stuff to surround WorkSite too actually pay as much attention as I should to the built in functionality!
Steve, I’d been using it close to 4 years before I found out recently! The trick to quickly remove shortcuts came from a recent WorkSite user group in the UK.
Is there a way to print out your “my matters” so that you can see what is currently on your “my matters”? I work for a law firm and that is what is our current matter list but I can’t find a way to print it!
Not sure there is Renee. It’s something you could probably get your IT team to write a database script to do quite easily.
Managing My Matters more easily (adding, removing, re-organising, printing etc) is something that would be useful though for matter centric working. Anyone know of any vendors that provide something like this?
Document WorkList issue: We have 5 databases and the document worklist displays a few of each. However, the WorkList does not replace old documents from the display if they came from a different database. So, for example, a user’s main DM is XXX office but a year ago they pulled some documents from the ZZZ database/office. The ZZZ documents never disappear. How can we get those replaced by current documents? Hope this makes sense.
Hi Christine: I’ve been asked about that issue multiple times over the years, and I implemented some database scripting at one firm to prevent the problem. For now, the worklist is described in greater detail on the Q&A page of our blog, towards the bottom of the page. Come on over to discuss, if you like.
Hi Jason, I don’t supposed you would know a method of creating a category programmatically via the IMannage interop? Any help would be much appreciated.
I don’t Jamie, sorry. Our developers have done some fantastic things though with the iManage APIs and although I can’t recall us programatically creating categories, we have done most other functions. I’ll ask them and then comment back here with any information.
10 years later and this is still helping people! Thanks for the tip.
From this post’s published date, I joined my firm just a few months after. 13 years and several versions of WorkSite later, I discovered both this post and the tip today… the timelessness of knowledge eh! Thank you!