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.
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- 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"
