Skip to main content

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? 

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.  

Terms & Conditions