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 template
  • Start at the Setup page.
  • Click "List Items".
  • Click "Work Flow" on the left.
  • Click "Add" to create a workflow list.

  • Enter the name and description of the workflow.
  • Enter tasks along with the information that you wish to add.
    1. Task
    2. Assignee
    3. Due Date - here is where workflows are most powerful. you can base the due dates on the completion of previous tasks
    4. Priority
    5. Task Description - click on the icon to add the tasks description
  • By default, four tasks are listed.  If you do not need this many tasks, click "Delete" to remove the unwanted tasks.
  • If more than four tasks are needed, click "Add" for additional tasks.
  • Click "Save" when finished

  • Once a workflow is saved, it can be added to any matter.
  • Start at the Matter page.
  • Highlight a matter.
  • Click Details
  • Click the "Tasks" tab.
  • Click "Add/Add Task using workflow".

  • Enter date you wish for your list to start, then select the workflow you wish to attach
  • Click "Create"

  • All tasks will be added automatically with the appropriate due dates.