Workflow to Stage

Hi Harley,

Have you submitted this yet as a feature suggestion?

How are you currently doing workflows? Are you basing tasks off the completion of prior tasks and or critical dates? A lot of the time, critical dates line up with some of those matter stages and can currently be used. We would love to go over it in a training session to see if we can further maximize it.

Or, have you checked out our Law Toolbox Court Rules integration? 

 

It hasn’t been utilized to it’s full extent until recently with me joining the firm. While critical dates do line up, it would be easier and more efficient if I could assign a workflow based upon the matter stage. It would also aid in training staff and avoiding tasks not getting completed because a previous task was never finished. I am more than happy to discuss with someone to figure it out or submit as a suggestion.

I would be interested in this function as well!

I would also be interested in this function and have previously submitted it as a feature suggestion. I would like to see workflows be able to be applied to matter stages in the same manner an automatic Message can be. 

Applying a workflow when you move the matter to a stage would be AWESOME!  Sometimes you skips stages if it’s not needed, but the workflow that has all the tasks doesn’t know that, so you have to check off tasks that you really didn’t do.  You can’t delete the task because it won’t trigger the next step in the workflow.

I was thinking of separate workflows per stage that are activated by choice when the matter stage is clicked. I would love a way to remove or bypass remaining steps in a workflow that are not or are no longer necessary in a given scenario other than selecting all and delete or clicking through individual tasks. 

Does anyone know if this feature suggested has been designed yet?  I am looking for a way to apply workflows to individual stages when clicked, as well.

​@bburns In the global Smokeball Settings > Matter Stages, open the set of matter stages you would like the setting applied to. For any stage after the first stage in the set there is a check box to enable, “Display “Select a workflow” prompt on transition to this stage.” just below the stage name.

Selecting one specific workflow to populate when the matter stage is advanced to a stage with the prompt enabled is not possible. All workflows available for that Matter Type will populate to choose from on each stage in the set where the prompt is enabled. Just something to keep in mind when enabling this feature.

Thank you for the information - very helpful!

You are welcome! Happy to help. 🤗