When you complete a task such as filing a document for a matter (or any other task whatsoever), you can program that task completion to serve as a trigger for an automated workflow action, like an update of the task in the matter’s history or any other action you desire.

To create a Task Completed workflow:

1. Go to Automation on the left side-menu

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2. Tap +in the ensuing screen

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3. Input the workflow action name and description

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4. Scroll down to and select Task Completed trigger in the field

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5. Specify whose task completion can trigger the workflow action

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6. Click Continue

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7. Specify a tag to filter the type of tasks that can trigger the automated workflow action.

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8. Select the automated action you want to always happen whenever a task is completed. In this case, we choose Update Matter and click Next

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9. Setup the action by choosing [From Trigger] specifying that info such as matter ID/lead ID, name, description etc. should be sourced from the completed task that is triggering the action. Input data in other fields you see fit as important.

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10. Click Save and you’re good to go

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