Vitals

Vitals contain important information about the project that can be referenced from anywhere in the project.

• What are Vitals?
• View Vitals
• VItals Flyout

What are Vitals?

Vitals are key pieces of information that can be easily accessed and referenced in a project. Vitals should reflect crucial information that you want to access quickly and frequently —information like SOL dates or total medical bill amounts.

Vitals are customizable by project template/type and by user. Vitals for a project template are selected and ordered in the Customs Editor. Then, each user can hide and reorder vitals for their own view in the vitals flyout. For example, a project type could include 34 vitals, and the attorney could view the 13 most important vitals for them, whereas the accountant could view the 8 vitals they most need.

Vitals can be pulled from:

• for static custom sections: any custom field in a static section can be a vital
• for collections custom sections: vitals pulled from a collection section will be aggregate data, rather than a single field in a single collection item
• for built-in project sections (Billing, Docs, Team, etc.): vitals for built-in sections include a set-up list of options specific to that section

View Vitals

Vitals can be viewed in two places: 

• the Vitals bar in the project header shows the project tags and lists as many vitals as can fit in the window. Project tags can also be edited in the bar—click Edit to add or remove project tags.
• the Vitals flyout opens on the right hand side and shows all project tags and vitals, allows the user to subscribe to the project, and permits project admins to enable texting for the project. You can also configure your custom view of vitals in the flyout.

To open the Vitals bar, click the arrow to the right of the Vitals button. The Vitals bar remains in place as you navigate throughout the project. Click the arrow again to close the Vitals bar.

Vitals Flyout

To open the Vitals flyout, click the Vitals button in the top right corner. This flyout remains in place as you navigate throughout the project. To close the flyout, click the “X” at the top right of the flyout or click on the Vitals button again.

The Vitals flyout shows the project tags and all vitals, displays general project information, and allows the user to subscribe to the project. A project Admin can also enable texting for the project here.

Project Tags

Project tags can be viewed and edited at the top of the vitals flyout. Click Edit to add or remove project tags. Learn more about tags.

Vitals

The Vitals tab displays all vitals selected for this project type. You can also configure your custom view of vitals in this tab. Click Configure at the bottom of the flyout. 

Click and drag on the vitals to reorder them. Click the eye icon to make a vitals hidden for you. If you’d like to reset the vitals to the order chosen for the project type, with all vitals visible, click Reset to Defaults.

Note

The vital view is customizable based on user and on browser, so you can configure different settings for different browsers or different devices.

Details

The Details tab displays information about the project, including its:

• Org Name 
• Org ID
• Project Type
• Project Email Address
• Texting Number

In this tab, project Admins can also edit the project’s email address by clicking the pencil next to the email, and add a texting number to the project by clicking Add Text Number. 

Settings

In the Settings tab, users can choose to subscribe to the project to receive project notifications in their own feed.