To apply autoflow to a matter, please follow the below steps:

  1. Go to Matters Report, select the matter record you want to apply autoflow.
  2. Click Operations Menu.
  3. Click Apply Autoflow.
  4. Select an autoflow you want to apply on specific matter.
  5. Click Apply.

Once you click Apply, the tasks gets created for a specific matter and can be viewed on the tasks report


Learn more about Matters


Related Articles:
Matters Overview
Add a new matter
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Edit Matter
Delete matter
Matter searches
Using filters to sort matter


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