Apply a Workflow to your matter

Once Workflows are created, you can apply them to the relevant matter types. 

To apply a Workflow to an existing Matter:

  1. Open a matter and select the Tasks tab.
  2. Select Apply Workflow.
  3. Click on the workflow to apply, then select Next.
    • You can preview the workflow before applying it by expanding the drop-down menu.
  4. 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.
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  5. 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.

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