To apply autoflow to a matter, please follow the below steps:
- Go to Matters Report, select the matter record you want to apply autoflow.
- Click Operations Menu.
- Click Apply Autoflow.
- Select an autoflow you want to apply on specific matter.
- 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
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
Using filters to sort matter