Expanded Vitals (BETA)

Projects can now contain up to one hundred vitals (they were formerly limited to fifteen) and users can now personalize their own views and order of vitals for each project type. 

User-specific personalization means, for example, that a project type could include 54 vitals, and the attorney could view the 13 most important vitals for them, whereas the accountant could view the 10 vitals they most need.

Note: Vital view is customizable based on user and on browser, so a user can configure different settings for different browsers or different devices.  

Customs Editor

Just as before, vitals can be added and ordered in the Customs Editor Advanced tool. In the Vitals tab, click Add Vital to add a new vital, and click and drag the dots next to a vital to reorder it. 

Note: First Primary is currently supported. However, other Protect Team vitals are not yet supported in this beta. If you have Project Team vitals set up, those vitals can be viewed using the Legacy Vitals toggle in the project.

Suggestions

Given the expanded number of vitals, and the personalization available for each user, you may consider adding additional vitals, even if they will only be useful for some members of the team. Then, other team members can choose to make those vitals not visible in their own vital views. 

Once you’ve set up your vitals, ensure that your team knows they can personalize their own views of vitals!

In Project

Vital views can now be customized for each user for each project type. Configuring the vitals in a project will affect how the vitals are configured in all other projects of that type. 

In the project, open vitals and click Configure at the bottom of the flyout. 

In the configuration flyout, you can select the order and the visibility for each vital. Click on the dots next to a vital and drag it to the desired placement to change the order.

For any vitals you do not want to view, click on the eye icon to hide them. Hidden vitals can be found in the configuration flyout under Hidden. 

If you’d like to reset the vitals to the order chosen for the project type, with all vitals visible, click Reset to Defaults.