Track Court Rules Using Task Workflow
Modified on: Wed, 23 Aug, 2017 at 5:17 PM
- Go to Setup > List Items > Click on Workflow on the left-hand side
- Click the Add button
- Give your Work Flow a name
- Add a description if necessary
- Add the First Task. Determine the date when the First Task is due by the court rules after work begins on the Matter.
- Add Additional Tasks to the Work Flow per the court rules. You can have a task due after the original Work Flow Begin Date or once a previous task is completed.
- Once you have entered all of your Tasks into the Work Flow, click Save.
- Go inside the Matter in which you want to apply the Work Flow
- Click Task Tab > Add > Add Task using Work Flow
Work Flow Begin Date: Choose a begin date for the workflow. This will set the time parameters for all Tasks within the Work Flow
- Work Flow Name: Choose a workflow from the drop-down list.
- When ready, click Create
- Once created, the workflow will appear with all tasks and the date of when those tasks are due.
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