Lawcus

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 <code>Automation</code>.

Click on the <code>+ Add Workflow</code> button.

Enter a name for your workflow in the <code>Workflow Name</code> field and provide a brief description in the <code>Workflow Description</code> field.

From the dropdown menu, choose <code>Task Completed</code> as the <code>Trigger</code> for the workflow.

Determine whose task completion will trigger the workflow action from <code>Trigger By</code>. You can select specific users, teams, or roles.

If needed, you can set up <code>Entry Rules</code> to filter out specific types of tasks that can trigger the automated workflow action. We recommend using tags for this purpose.

Click on <code>Continue</code> to proceed to the next configuration step.

Select the desired automated action that should occur whenever a task is completed. For example, choose <code>Update Matter</code> to update the matter related to the completed task. Click <code>Next</code> to 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 <code>Setup</code> will be dependent on the action you select.

Click on the <code>Save</code> button to save your configured Task Completed workflow.

1. On the left sidebar menu, click on <code>Automation</code>.
2. Click on the <code>+ Add Workflow</code> button.
3. Enter a name for your workflow in the <code>Workflow Name</code> field and provide a brief description in the <code>Workflow Description</code> field.
4. From the dropdown menu, choose <code>Task Completed</code> as the <code>Trigger</code> for the workflow.
5. Determine whose task completion will trigger the workflow action from <code>Trigger By</code>. You can select specific users, teams, or roles.
6. If needed, you can set up <code>Entry Rules</code> to filter out specific types of tasks that can trigger the automated workflow action. We recommend using tags for this purpose.
7. Click on <code>Continue</code> to proceed to the next configuration step.
8. Select the desired automated action that should occur whenever a task is completed. For example, choose <code>Update Matter</code> to update the matter related to the completed task. Click <code>Next</code> to proceed.
9. 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 <code>Setup</code> will be dependent on the action you select.
10. Click on the <code>Save</code> button to save your configured Task Completed workflow.

Note: You can create multiple workflows with different triggers and actions to suit your specific requirements.

Learn how to configure task completed workflows in Lawcus for automated actions.