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.
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.
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
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.