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Step by Step Instructions
- Due Date – here is where workflows are most powerful. you can base the due dates on the completion of previous tasks
- Task Description – click on the icon to add the tasks description
By default, four tasks are listed. If you do not need this many tasks, click “Delete” to remove the unwanted tasks.
If more than four tasks are needed, click “Add” for additional tasks.
Click “Save” when finished
Once a workflow is saved, it can be added to any matter.
Start at the Matter page.
Highlight a matter.
Click the “Tasks” tab.
Click “Add/Add Task using workflow”.
Enter date you wish for your list to start, then select the workflow you wish to attach
All tasks will be added automatically with the appropriate due dates.