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Workflows

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...
Wed, 23 Aug, 2017 at 5:13 PM
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...
Wed, 23 Aug, 2017 at 5:15 PM
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 i...
Tue, 24 Oct, 2017 at 9:44 AM