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The dashboard is your command centre. A powerful data table lets you view, search, filter, and sort across all your matters, tasks, deadlines, contacts, and time entries. Save custom views for the reports and lists you use every day.
The data table is the main interface you see after logging in. It operates in five modes, each showing a different slice of your data:
Matters
All matters across all matter types, with columns for ID, name, type, current step, tags, and any custom fields you choose to display.
Tasks
All open and completed tasks across every matter, with assignee, due date, priority, status, and the parent matter name.
Deadlines
All deadline-flagged date fields from every matter, sorted by approaching date. Shows the deadline name, date, matter name, and days remaining.
Contacts
Your full contact directory with name, email, phone, company, and the number of matters each contact is linked to.
Time
All time entries across matters, with date, duration, description, matter name, user, and billable status.
Switch between modes using the navigation tabs in the sidebar, or use the keyboard shortcut Ctrl + 1 through Ctrl + 5 .
Global search
The search bar at the top of the data table searches across all visible columns simultaneously. Type a term and the table filters in real time. The search is case-insensitive and matches partial strings — typing "widget" will match "Widget Fastener".
Column filters
Click the Filters button to open per-column filter inputs. Each column gets its own filter field, allowing you to combine criteria. For example, filter the "Type" column to "PCT Application" and the "Step" column to "Written Opinion" to see only PCT matters at the written opinion stage.
Regex support
Column filters support regular expressions. Wrap your filter in forward slashes to enable regex mode. For example,/^AU/ in the Type column matches
"AU Standard Patent" and "AU Provisional" but not "PCT Application".
Use /patent|trademark/i for case-insensitive
OR matching.
Spotlight search
For a quick application-wide search without navigating to the dashboard, press Ctrl + K to open spotlight search. It searches across matter names, IDs, field values, contacts, and tasks from anywhere in the app.Click any column header to sort the table by that column. Click again to toggle between ascending and descending order. A sort indicator arrow appears next to the active sort column.
Date columns sort chronologically, numeric columns sort numerically, and text columns sort alphabetically. The deadlines view defaults to sorting by date ascending (nearest deadline first), which is usually the most useful ordering for deadline management.
Once you have configured the table with specific filters, column selections, sorting, and a data mode, you can save the configuration as a named view. Saved views appear in the sidebar for one-click access.
Configure the table
Save the view
Load a saved view
Creating a 'Convention Deadlines' view
You want a view that shows all convention deadlines falling in the next 90 days, sorted by date:
Now this view is one click away in your sidebar. Open it every Monday to review upcoming convention deadlines and ensure foreign associates have been instructed.
Shared views
Saved views are personal by default. Administrators can mark a view as shared to make it available to all team members. Shared views appear under a separate heading in the sidebar.Click the Columns button to open the column picker. You can show or hide any column, and drag columns to reorder them. Your column configuration is saved with the view.
Available columns vary by data mode. In Matters mode, columns include:
Column width
Double-click a column header border to auto-fit the column width to its content. Drag the border to manually resize.Click the Export button to download the current table view as a CSV file. The export respects your current filters, column selection, and sort order — what you see is what you get.
This is useful for generating reports, sharing data with colleagues who do not have Cadence IP access, or creating snapshots for compliance purposes.
Exporting a deadline report for your weekly meeting
Load your "Convention Deadlines — Next 90 Days" saved view, click Export, and share the CSV with the team. The file includes the matter name, deadline date, applicant, and foreign associate — exactly the columns you configured.
Click the + New button at the top right of the data table to create a new record. The action depends on the current data mode:
| Mode | + New creates |
|---|---|
| Matters | A new matter — select the matter type, enter a name, and the matter is created at the start step |
| Tasks | A standalone task or a task linked to a matter |
| Contacts | A new contact with name, email, phone, company, and address |
| Time | A new time entry linked to a matter |