Make use of Smokeball’s productivity features to organize and manage your matters. From matter stages to automated workflows, there are many ways to keep track of your work and handle matter information.
Matter organization and Tasks are exclusive to Smokeball Grow and Prosper plans.
Workflows are exclusive to Smokeball Prosper plans.
Matter organization
- Use matter tags
- Setting up matter stages
- Set up matter templates
- Set up matter type favourites
- View more articles about managing matters in Smokeball
Tasks
- How to create tasks and view tasks created in Smokeball
- Set up the Next Step in your matter
- Customize your home screen to view important tasks
- Manage tasks on the Smokeball Mobile App
Workflows
- Set up Workflows (a set of pre-defined tasks)
- Exporting and Importing Workflows