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Workflows

Support for utilizing and managing task workflows in CosmoLex

How to Utilize Task Workflows
Workflow can be used when you need to create a standard collection of tasks with a designated set of due dates. First, you need to create the workflow te...
Mon, 23 Apr, 2018 at 7:04 AM
Commenting System as Workflow Management
In CosmoLex, you can use comments as a way to communicate with users on a firm level about a task that was completed or not done. You can notify a user of a...
Mon, 23 Apr, 2018 at 7:10 AM
Track Court Rules Using Task Workflow
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 ...
Mon, 23 Apr, 2018 at 7:11 AM