Apply a Workflow

*This feature is available exclusively to Smokeball Prosper users.

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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