> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Matters

> A matter is one piece of work the office has to deliver. Learn how matters are created, organized, filtered and shared.

A **matter** is a unit of work with an owner, a status and a deadline: a will to prepare, a purchase to complete, a client request to answer. Matters give the office one list of everything it has to deliver, and give the agent a place to work from.

Matters are part of Casa Conect OS. If you cannot see **Matters** in the sidebar, your organization may not have the feature enabled. See [Plans and billing](/admin/plans-and-billing).

## What a matter contains

<CardGroup cols={2}>
  <Card title="A code and a title" icon="hash">
    Each matter gets a short code built from the initials of your organization's name and a running number, such as `NLH-12` for Notaría López Hermanos. If the organization is renamed, every code follows.
  </Card>

  <Card title="A description document" icon="file-text">
    The description is a full [editor](/documents/editor) document, not a text box. It can hold headings, checklists and tracked changes, and a [template](/matters/templates) can structure it for you.
  </Card>

  <Card title="Properties" icon="sliders-horizontal">
    Status, priority, assignee, requested date, due date, labels and project.
  </Card>

  <Card title="Relations and correspondence" icon="link">
    Linked documents, linked email conversations, and the Shared Spaces the matter is shared in.
  </Card>
</CardGroup>

### Status and priority

| Status          | Meaning                                 |
| :-------------- | :-------------------------------------- |
| **Todo**        | Not started                             |
| **In Progress** | Someone, or the agent, is working on it |
| **In Review**   | Work is ready for a person to check     |
| **Done**        | Delivered                               |
| **Canceled**    | Will not be done                        |

Priority is one of **No priority**, **Low**, **Medium**, **High** or **Urgent**.

## Create a matter

Matters arrive in two ways.

<Tabs>
  <Tab title="You create it">
    Open **Matters** and start a new matter. Give it a title and, if you like, a description. You can assign it to the agent straight away; see [Working with the agent](/matters/working-with-the-agent).
  </Tab>

  <Tab title="The agent creates it">
    When a client request arrives by email, the agent can open a matter for it and link the conversation. Matters created this way are marked as created by the agent. You can also ask for it from a conversation with the **Create matter** quick action.
  </Tab>
</Tabs>

## Find your way around the list

The list has three tabs: **All matters**, **Needs attention** and **Assigned to me**.

Use **Filter** to narrow the list by status, priority, assignee, label or project, and the search box to find a matter by its text. When you find yourself applying the same filters again, save them as a **view**. Views can be renamed and deleted from **View options**.

## Projects and who can see a matter

A matter can belong to a [project](/get-started/core-concepts#projects) or sit at organization level.

* A matter in a project is visible to the people who can see that project.
* To assign a matter to a person, it must be in a project. The list tells you so: *"Add this matter to a project to assign a person."*
* Moving a matter between projects, or out to organization level, is limited to organization admins, the person who created the matter, and its assignee.

<Note>
  Conversations from a private project stay private even when they are linked to a matter. People who cannot see them are told how many are hidden, for example *"2 linked conversations you cannot see"*, but never see their contents.
</Note>

## Link documents and conversations

Open **Relations** on a matter to link what belongs to it:

| Reference              | What it is                                        |
| :--------------------- | :------------------------------------------------ |
| **Work product**       | Documents the office is producing for this matter |
| **Source file**        | Documents the work relies on                      |
| **Email conversation** | A conversation from the [Inbox](/inbox/overview)  |

Each linked document shows where it lives: **Project**, **Organization** or **Private**. If a matter references a document in a colleague's personal vault, or one you do not have access to, you see that it exists but cannot open it.

A matter can also be shared into a [Shared Space](/shared-spaces/overview) under **Shared in**, so the people in that space can follow it.

## Delete a matter

Deleting a matter removes the matter, its description and its agent threads. Linked conversations and files are kept.

## Next steps

<CardGroup cols={2}>
  <Card title="Working with the agent" icon="bot" href="/matters/working-with-the-agent">
    Hand a matter to the agent and follow what it does.
  </Card>

  <Card title="Matter templates" icon="layout-template" href="/matters/templates">
    Give each kind of matter a consistent structure.
  </Card>
</CardGroup>