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Dangana

Task guide

Task templates and workflows

Keep the steps a kind of matter always needs as a workflow, laid out as tasks with owners and due days when the matter opens.

Task templates

A task template is a task the firm sets often, such as "file the appearance", with its description and checklist. Keep them under Settings, Task templates.

Workflows

A workflow is an ordered set of steps. Each step lays out a task template:

  • due a number of calendar or business days after the anchor, usually the day the matter opens, with business days counted on the days the firm works;
  • given to a person named by a rule read from the matter: its responsible partner, its supervising partner, or its first fee earner;
  • waiting only on earlier steps.
A workflow template's steps, each due a number of days after the anchor.
A workflow's steps, each due a number of days after the anchor.

Preview shows the tasks a workflow would lay out on a sample day.

How workflows reach a matter

  • A matter type's default workflow is laid out once when a matter of that type opens.
  • Any live workflow can be laid out on a matter by hand, from its Tasks tab, once.

Editing a workflow changes what it lays out next time, never the tasks already on a matter.

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