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Workflows and Stages

  • 19 January 2023
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Joan Reed Wilson
Userlevel 2

I’ve started using Workflows and wonder if there’s a way for the completed workflow task to also automatically change the Stage in the Matter. 

If not, can SB work on that? 

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Best answer by Sara Sultan 19 January 2023, 22:04

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Joan Reed Wilson
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Sara Sultan
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Userlevel 7
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Hello Joan,

Smokeball is currently investigating possibly tying workflows and matter stages together.  I am unsure if we are looking to have a change in stage trigger a workflow or a completed task in a workflow moving to the next stage.  Please put in a feature suggestion here to let us know how you imagine it would be most beneficial to your firm.  

Sara Sultan (she/her)
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