Next Step is used to track the next task coming up for your matter.
It's a quick way to enter a task and ensure you are never 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. Learn more about Tasks.
Next Step Basics
- In any Matter, you will find the Next Step Widget.
- If you do not see the Next Step Widget, select the "..." at the bottom right of the matter to add it to your Widgets.
- Matter Widgets are helpful organizational productivity tools. Learn more about Matter Widgets.
- To create a next step,
- Select an existing Task.
- If there is no existing Tasks,
- Enter task (to-do) in the dialog box
- Select a due date
- Assign the task to a staff member
- Select Save
- A column for “Next steps due on” for all your matters appears on the Smokeball Home Screen Matter Area.
- You can run the report “Matter – Next Steps” in the Reports area for a breakdown of all Next Step details, including client, matter type, and staff member assigned.
Comments
Article is closed for comments.