Next Step is used to track the most important upcoming task in your matter. It's a quick way to enter a task and ensure you don't miss an important step for your client. Make sure every one of you matters has a next step.

You can select an existing task or create a task from a next step widget. See Create a Task for more information on how to create single tasks.

How to Create a Next Step:

1. Locate the "Next Step" box in the top right corner of the matter you are working on.

2. Under NEXT STEP

• Enter task (to-do) in the dialog box
• Select a due date
• Assign the task to a staff member
• Select Save

Did you know…

• You can use existing tasks created for the next step

• A column for “Next steps due on” for all your matters appears on the Smokeball Home Screen Matter Area.

• You can run the report “Matter – Next Steps” in the Reports area for a breakdown of all Next Step details, including client, matter type, and staff member assigned.