Apply a Workflow

Once Workflows are created, you can apply them to the relevant matter types. See Workflows for how to create a workflow.

To apply a Workflow to an existing Matter:

Within a matter, click Task (1) and click Apply Workflow (2)

If more than one Workflow is diplayed select the relevant workflow (1) then click Next (2).

Note: You can preview the workflow before applying it by expanding the drop down option.

Delete (1)any tasks that have already been completed, change the person assigned (2) and the due date (3) if required then click Done (4).

The assigned tasks are now  visible under the Matter tasks tab (1) as well as the Home Screen Tasks (2)

Did you know…

Clicking on "Always apply this Workflow to new matters" will automatically apply a workflow to a new matter in the relevant matter type.

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