Update Matter Plan Status in Salesforce

Updated March 26, 2026


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2. Click "Matters"

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3. Select a Matter from the List view

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4. Click "Skip to NavigationSkip to Main ContentDebug mode enabled for Lightning Web Components. Salesforce is slower in debug mode.Learn moreCloseSearch...."

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5. Click "Matter Plan"

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6. Click this icon.

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7. Click here.

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8. Click "Not Started (2)"

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9. Click here.

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10. Click "Not Started"

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11. Click "Completed"

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12. Click "Save"

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13. Click "Show All Activities"

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14. Click "TimelineTimeline"

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15. Click "CalendarCalendar"

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16. Click here.

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