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.
Next Step Basics
You will find the Next Step widget in any matter. If you do not see the Next Step Widget, select the ... at the bottom right of the matter to add it.
How to Create a Next Step
- Locate the "Next Step" widget on the right side of the matter you are working on.
- Select existing task, or create a new task by typing directly in the dialogue box.
- Select a due date
- Assign the task to a staff member
- Select Save
Select existing task allows you to select from Tasks already created on the matter, including workflow tasks.
Viewing Next Steps
A column for the Next step for all your matters is available on the global matters view.
You can also run the "Matter - Next Steps" report for a breakdown of all Next Step details, including client, matter type, and staff member assigned.