Lawcus

Automating task and subtask creation is a powerful feature in Lawcus that allows you to streamline your workflow and save time. By using workflows, you can automatically generate tasks and subtasks, assign them to team members, and ensure that all necessary steps are completed. This article will guide you through the process of automating task and subtask creation with workflows.

Steps to Automate Task Creation through the Workflow

Go to the <code>Automation</code> section from the left-side menu and click on <code>+ Add Workflow</code> to create a new workflow.

Add the <code>Workflow Name</code> and <code>Workflow Description</code>.

Setup <code>Matter moved to stage</code> as the <code>Trigger Type</code> for your workflow, and set up the <code>Pipeline</code> and <code>Stage</code> and click on <code>Continue</code>.

Select <code>Add Task</code> as the next <code>action</code> and click <code>Next</code>.

Set up the <code>Matter Id/Lead Id</code> by clicking on <code>Use Matter Value from trigger</code> and then select <code>Matter Id/Lead Id</code>. This ensures that the task details are automatically populated based on the matter that triggered the workflow.

If you want to do it for a particular matter or lead, click on <code>MATTER ID/LEAD ID</code> tab and <code>scroll down</code> or <code>search</code> and <code>select</code> the target matter or lead.

Add the name of the task under <code>Task title</code> and then, add a <code>Description</code> of the task.

Add the <code>Start Date</code> and <code>Due Date</code> if required. You need to add the conditions of <code>Start Date and End Date calculations</code> based on the <code>Trigger Date</code> or <code>Matter Open Date</code> or <code>Statute of Limitation</code> or <code>Matter Close Date</code>. You also need to decide the <code>Quantity</code>, <code>Type (Business Days or Calendar Days or Months or Years)</code> and <code>Before or After Condition</code> to calculate perfectly. Once all set, click on <code>Done</code>.

Click on <code>Assign to</code> and select <code>ASSIGN TO</code> tab to search or <code>select assignee</code> from the dropdown. You can select multiple assignees.

If you want to assign it automatically, click on <code>Custom tab</code> and then click on <code>Use Matter Value from trigger</code> and choose between <code>Matter originating attorney</code> or <code>Matter responsible attorney</code>.

Click on <code>Add user</code> if you wish to add more users to the task.

<code>Add Tags</code> if necessary.

You can also add <code>sub-tasks</code> to the tasks. To add one or multiple subtasks under a main task in workflow automation, locate the <code>Subtasks</code> field and click the <code>+ (Plus Icon) button</code>.

Enter the name of the subtask in the <code>Task title</code> field and assign it to an attorney or team member who is responsible for completing it. Follow the same process for the assignment of tasks.

Finally, click on the <code>Save</code> button to complete the process.

1. Go to the <code>Automation</code> section from the left-side menu and click on <code>+ Add Workflow</code> to create a new workflow.
2. Add the <code>Workflow Name</code> and <code>Workflow Description</code>.
3. Setup <code>Matter moved to stage</code> as the <code>Trigger Type</code> for your workflow, and set up the <code>Pipeline</code> and <code>Stage</code> and click on <code>Continue</code>.
4. Select <code>Add Task</code> as the next <code>action</code> and click <code>Next</code>.
5. Set up the <code>Matter Id/Lead Id</code> by clicking on <code>Use Matter Value from trigger</code> and then select <code>Matter Id/Lead Id</code>. This ensures that the task details are automatically populated based on the matter that triggered the workflow.
6. If you want to do it for a particular matter or lead, click on <code>MATTER ID/LEAD ID</code> tab and <code>scroll down</code> or <code>search</code> and <code>select</code> the target matter or lead.
7. Add the name of the task under <code>Task title</code> and then, add a <code>Description</code> of the task.
8. Add the <code>Start Date</code> and <code>Due Date</code> if required. You need to add the conditions of <code>Start Date and End Date calculations</code> based on the <code>Trigger Date</code> or <code>Matter Open Date</code> or <code>Statute of Limitation</code> or <code>Matter Close Date</code>. You also need to decide the <code>Quantity</code>, <code>Type (Business Days or Calendar Days or Months or Years)</code> and <code>Before or After Condition</code> to calculate perfectly. Once all set, click on <code>Done</code>.
9. Click on <code>Assign to</code> and select <code>ASSIGN TO</code> tab to search or <code>select assignee</code> from the dropdown. You can select multiple assignees.
10. If you want to assign it automatically, click on <code>Custom tab</code> and then click on <code>Use Matter Value from trigger</code> and choose between <code>Matter originating attorney</code> or <code>Matter responsible attorney</code>.
11. Click on <code>Add user</code> if you wish to add more users to the task.
12. <code>Add Tags</code> if necessary.
13. You can also add <code>sub-tasks</code> to the tasks. To add one or multiple subtasks under a main task in workflow automation, locate the <code>Subtasks</code> field and click the <code>+ (Plus Icon) button</code>.
14. Enter the name of the subtask in the <code>Task title</code> field and assign it to an attorney or team member who is responsible for completing it. Follow the same process for the assignment of tasks.
15. Finally, click on the <code>Save</code> button to complete the process.

Note: Workflows &amp; sub-tasks are available in Lawcus Plus and Enterprise plans.

Creating Recurring Tasks through Workflows

When you click on the <code>Due Date</code> option associated with the task as mentioned above, you will see the <code>Repeat Setting</code> option within the prompt window.

Click on <code>Repeat Settings</code> to decide whether to repeat the task.

1. <code>Daily</code> to repeat it daily.
2. <code>Periodically</code> to custom decide the interval. Decide the interval in number of days.
3. <code>Weekly</code> repetitions are based on the number of weeks, and you can also decide the Day on which you want to repeat them.
4. <code>Monthly</code> to repeat based on number of Months and you can also decide the Day (Date) on which you want to repeat.
5. Or, select <code>Yearly</code> to decide on yearly repetition.

Click on the <code>Close</code> button to close the pop-up.

Click on <code>Done</code> to save the <code>Due Date</code>.

1. When you click on the <code>Due Date</code> option associated with the task as mentioned above, you will see the <code>Repeat Setting</code> option within the prompt window.
2. Click on <code>Repeat Settings</code> to decide whether to repeat the task.
3. Select between;
 1. <code>Daily</code> to repeat it daily.
 2. <code>Periodically</code> to custom decide the interval. Decide the interval in number of days.
 3. <code>Weekly</code> repetitions are based on the number of weeks, and you can also decide the Day on which you want to repeat them.
 4. <code>Monthly</code> to repeat based on number of Months and you can also decide the Day (Date) on which you want to repeat.
 5. Or, select <code>Yearly</code> to decide on yearly repetition.
4. Click on the <code>Close</code> button to close the pop-up.
5. Click on <code>Done</code> to save the <code>Due Date</code>.