Apply a Workflow

Available on Smokeball Prosper

Once you have Workflows created, you can apply them to the appropriate matters.

Learn more about how to create Workflows.

How to Apply a Workflow to a Matter

Within a matter, click Task tab and select Apply Workflow. 

    • Select the Workflow you want to use and select next

  •  Confirm the Workflow and select done.
    • Select the hyperlinks to change the staff assigned or due date.
    • Select the trash icon to delete the task for this matter entirely

  • The applied workflow is assigned, tasks are assigned and visible under the matter task tab

Did You Know

  • You can automatically apply a workflow to matters by editing the setting of the workflow and selecting "Always apply this Workflow to new matters"

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