This article will help you get comfortable with navigating the Next Matter application.

Contents

Understanding your workspace

Your Next Matter workspace consists of three sections.

1. Sidebar

Use the sidebar to select which tab you want to access. Each tab is further described in its own section in this article.

At the bottom of the sidebar, you can also request support, access your profile settings and see an overview of what's new in the platform.

next matter workspace overview

2. Navigation Panel

The navigation panel is contextual and shows which information you can access based on the chosen Tab.

3. Content view

This is where the actual data that you want to access is displayed


Tabs

1. Home Tab

When you log into Next Matter you reach the Home tab ("Dashboard"). It shows a calculation of how much time Next Matter saves every week. Find out more about the magic of the dashboard in this article.

The dashboard gives you an immediate overview of open tasks, time saved, and workload distribution within your teams. Please get in touch with our Next Matter support team if you want to change any of the branding elements displayed on the dashboard.

Next Matter dashboard

2. Inbox Tab

The inbox tab serves as an immediate overview of actions that are pending on you.

You can also display actions that are assigned to teams that you are part of. This is a great way to get an overview of your daily To Do and to check your teams' workload.

3. Processes Tab

In this tab, you can access a full overview of all processes visible to you. It is your entry point for basic reporting or editing processes.

Use the process tab to

  • access the process editor

  • start a process instance

  • create processes and folders by clicking on "Create new...". You can create a process directly in a folder by opening the context actions for the folder.

  • get reporting about active process instances and completed instances per process

  • order instances by criteria

  • see full reporting about the progress of each process instance.

  • access the stages board for a more visual overview

next matter process tab

For each process, you can see and filter for all active instances, completed instances, open actions and stages board. For each of these menus, you can filter for different qualifiers of the instance (example: filter by priority).

Whenever you see three dots next to a folder or process, you can click them to open a menu of context actions. Your available actions are limited by your organization role. Learn more about permissions here: Managing permissions

Duplicate Process

This allows you to duplicate an existing process. You can give the duplicate a new name, assign it to a different folder (only folders created by you) and use the option to clear current step assignees so you can assign each step of the duplicated process to different people.

Move Process

This allows you to move a process to a different folder within your organization.

Delete process

This action allows you to delete a process if you have sufficient permission to do so.

4. Company Tab

The company Tab is your hub for changing any company-related setting and managing users. You can

  • add colleagues and change their roles

  • manage teams and add members to teams

  • manage your third party Integrations settings


Process Editor

Use this drag and drop editor to work on your processes. You can edit your process in many ways, including:

  • adding/removing steps and actions

  • change order/flow of steps

  • adding conditions and stages to steps

  • changing the process lead

  • changing visibility

  • changing name and description

If you are not familiar with the process editor yet, we invite you to use our product guide to learn the 101 of creating processes.

When it comes to the visibility of the process, you have three options as shown in the image below.

View and work on an instance

When using Next Matter chances are that you are a contributor to one or many steps of your organizations' processes. As such you will want to access process instances that are pending on you or check the status of an instance that you are involved with,

You can access process instances either through the inbox tab or the process tab.

When an action is displayed in your inbox tab it means that a process instance is waiting for you to finish that action before it proceeds to the next.

When an instance is shown in your process tab it means that you are a contributor to that process instance, but it is not specifically assigned to you yet.

In both cases, you can access the instance view by clicking on the instance. Here you have multiple options, depending on your organization role

1. Take Over

When an instance has certain steps to be performed by some other members of the organization, team or external collaborators, you can take over in order to complete the steps required for the process to continue. When you take over a step, then your action will be logged so it’s always traceable who performed that step.

2. Delegate

When an instance has certain steps to be performed by your colleagues or external collaborators, you can delegate the action to be taken by another member assigned to the process. This member will then receive a notification to complete that step. In this way, you have full flexibility to advance the process if some other members are not available at the moment.

Delegation is only available for admins, process leads and team leads.

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