Next Step

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.