By default, when you create a new matter in Plexus, we'll auto-create a name for that matter based on your category and sub-category selections.

Once you have an existing matter in the platform, you'll be able to rename your matter. From the matters list, locate and click into that task to find the details page.

If you hover over the name of the matter, you'll be able to click to Edit title.

Click the tick to save your changes, or the cross to cancel your edits.

Still need help? Reach out to [email protected] for further support.