Within each practice area or area of law, there are several matter types that require different tasks, events and restrictions and workflow statuses or stages. You can create kanban workflows using a pre-made template or customize your own. Each board is specific to an individual matter type. Note: Before using Project Management, make sure you have enabled …

Before using Project Management, make sure you have enabled Project Management for all new matters under Setup > Firm Settings > Firm Preferences. Assign a New Matter to a Workflow When adding a matter, you can enable project management for it and assign it a matter type and workflow status. Assign an Existing Matter to a Workflow …