Once Workflows are created, you can apply them to the relevant matter types.
To apply a Workflow to an existing Matter:
- Open a matter and select the Tasks tab.
- Select Apply Workflow.
- Click on the workflow to apply, then select Next.
- You can preview the workflow before applying it by expanding the drop-down menu.
- You can preview the workflow before applying it by expanding the drop-down menu.
- In the Confirm Workflow window, you can make the following changes before applying the workflow:
- Select the bin icon to delete any tasks completed so far.
- Change the person a task is assigned to by clicking on the name of the current assignee. If the workflow automatically assigns the task, you must unlink them before selecting another staff member.
- Change the due date or assign a due date by clicking on the due date section.
- Select Done to apply the workflow. The assigned tasks will be visible under the Tasks tab of the matter
Applying Workflows automatically
When setting up a new workflow or editing an existing one, ticking Always apply this Workflow to new matters will display the Confirm Workflow window automatically after a new matter is created for that matter type.