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.
Steps to Configure a Task Completed Workflow
On the left sidebar menu, click on
Automation.Click on the
+ Add Workflowbutton.Enter a name for your workflow in the
Workflow Namefield and provide a brief description in theWorkflow Descriptionfield.From the dropdown menu, choose
Task Completedas theTriggerfor the workflow.Determine whose task completion will trigger the workflow action from
Trigger By. You can select specific users, teams, or roles.If needed, you can set up
Entry Rulesto filter out specific types of tasks that can trigger the automated workflow action. We recommend using tags for this purpose.Click on
Continueto proceed to the next configuration step.Select the desired automated action that should occur whenever a task is completed. For example, choose
Update Matterto update the matter related to the completed task. ClickNextto proceed.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. The
Setupwill be dependent on the action you select.Click on the
Savebutton to save your configured Task Completed workflow.
Note: You can create multiple workflows with different triggers and actions to suit your specific requirements.