Workflows allow you to create and group tasks to track the progress of a specific process, such as a real estate closing or a court proceeding.
You can:
- Assign tasks to users
- Assign task due dates
- Determine task priority
- Designate whether a user can begin a task immediately, or the task is contingent upon completion of another task.
Watch a Video
Step 1: Add a Workflow
To add a workflow:
- From the left navigation panel, click Setup.
- From the Setup left navigation, click Workflow.
- From the toolbar atop the Workflow screen, click Add.
- On the Add Work Flow screen, in the Name field, enter a name for the workflow.
- In the Description field, enter a description if desired.
- Under the Tasks section, locate the Task 1 row.
- In the Task Name field, enter a task name.
- From the Assignee field’s drop-down, click the user to whom you want to assign the task.
- Use the Due in entry fields and drop-downs to enter the number of days, click Before or After, and click the workflow begin date.
- From the Priority drop-down, click the task priority.
- Repeat steps 7 – 10 for all subsequent tasks.
- Take either of these actions as needed:
- Add a Task
- From the toolbar, click Add.
The system adds a task row.
- From the toolbar, click Add.
- Delete a Task
- From the toolbar, click Delete.
The system deletes the task row.
- From the toolbar, click Delete.
- Add a Task
- In the lower right corner, click Save.
The system saves your workflow and adds it to the Workflow screen.
Step 2: Add a Workflow to a Matter
To add a workflow to a matter:
- From the left navigation panel, click Matters.
On the Matters screen, double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details. - From the Matter Details left navigation, click Tasks.
- From the toolbar atop the Tasks screen, click Add > Add Task using Work Flow.
- On the Add Task using Work Flow screen, from the Work Flow Begin Date drop-down, click the begin date.
- From the Work Flow Name drop-down, click the workflow you want to add to the matter.
- In the lower right corner, click Create.
The system adds the workflow tasks with the appropriate due dates.
Edit a Workflow Task
To edit a workflow task:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details.
- From the Matter Details left navigation, click Tasks.
- From the toolbar atop the Tasks screen, click Edit.
- On the Edit Task screen, make the changes.
- In the lower right corner, click Save.
The system saves your edits.
Delete a Workflow Task
To delete a workflow task:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details.
- From the Matter Details left navigation, click Tasks.
- On the Tasks screen, single-click the task to highlight it, and then from the toolbar, click Delete.
The Delete Task message reads: Are you sure you want to delete selected Task? - Click Yes.
The system deletes the task from the matter.
Add a Timecard to a Task
To add a timecard to a task:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details.
- From the Matter Details left navigation, click Tasks.
- From the toolbar atop the Tasks screen, click Time > Add Timecard.
- On the Add Timecard screen, complete the timecard. For additional information, see Timecard Field Descriptions.
- In the lower right corner, click Save.
The system adds the timecard to the task.
Unlink a Timecard from a Task
To unlink a timecard from a task:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the matter, or single-click it to highlight it, and then from the toolbar, click Details.
- From the Matter Details left navigation, click Tasks.
- From the toolbar atop the Tasks screen, click Time > Unlink Timecard.
The Unlink Timecard message reads: Are you sure you want to unlink Timecard for selected task? - Click Yes.
The system unlinks the timecard from the task.