Exporting and Importing Workflows

Export a workflow as a discrete file or import a preconfigured workflow into Smokeball to assist with your firm’s task management.

Export a Workflow

1. Open Smokeball Settings.
2. Select the workflows tab.
3. Right click on the workflow you wish to export and select Export from the menu.
4. In the window prompt, choose the file name, file type, and destination folder for the exported workflow.
   • Choose to export the workflow as a .txt file or .csv spreadsheet for Microsoft Excel.
5. Select Save.

Import a Workflow

Your Account Manager may have provided you with a set of preconfigured workflows. To import a preconfigured workflow into Smokeball, follow these steps:

1. Open Smokeball Settings
2. Select the workflows tab.
3. Right click on an existing workflow and select Import from the menu.
4. In the window prompt, select the workflow file you wish to import and select Open. Note: The workflow must be a .txt file to be imported.

Did You Know

• An exported or imported workflow retains task details. Any checklists or attached documents will not be saved.
• It is best practice to only export or import workflows which are assigned to the attorney responsible or person assisting.