When you complete a task in Lawcus, you can automate certain actions to be triggered, such as updating the task's status in the matter's history or performing other desired actions. This article will guide you through the process of configuring a Task Completed workflow action in Lawcus.
To configure a Task Completed workflow, follow these steps:
1. On the left sidebar menu, click on "Automation".
2. Click on the "+ Add Workflow" button.
3. Enter a name for your workflow in the "Workflow Name" field and provide a brief description in the "Workflow Description" field.
4. From the dropdown menu, choose "Task Completed" as the trigger for the workflow.
5. Determine whose task completion will trigger the workflow action. You can select specific users, teams, or roles.
6. If needed, you can set up entry rules to filter out specific types of tasks that can trigger the automated workflow action. We recommend using tags for this purpose.
7. Click on "Continue" to proceed to the next configuration step.
8. Select the desired automated action that should occur whenever a task is completed. For example, choose "Update Matter" to update the matter related to the completed task.
9. Click "Next" to proceed.
10. Configure the action settings by choosing the relevant information to be sourced from the completed task. For example, you can select [From Trigger] to source details such as matter ID, lead ID, name, description, etc., from the completed task that triggered the action. Fill in other required fields as necessary.
11. Click on the "Save" button to save your configured Task Completed workflow.
Congratulations! You have successfully configured a Task Completed workflow action in Lawcus. The specified automated actions will now be triggered whenever a task is completed.
Note: You can create multiple workflows with different triggers and actions to suit your specific requirements.
Feel free to reach out to our support team if you have any further questions or need assistance with configuring workflows in Lawcus.