• 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.