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The Workflows is a feature that allows you to create collections of tasks that you can easily apply to your projects. This reduces the hassle of creating similar tasks one by one for multiple projects. There is no limit as to how many Workflows you can create or how many Task are allowed on a workflow. With this feature, you can also set the tasks to auto-apply with a matching project type, so that you do not even have to think about the process, set it up once and you are done!

Note: This feature is only available on the Legal Pro and Enterprise subscription plans

Creating Workflows: Required Fields: Title for Workflow and the task(s)

Optional for Workflow: Descriptions and Auto Apply

Auto Apply: This will allow you to have these Workflows automatically apply to new projects based off the Project Type they are assigned to. This will prevent you from having to create the same tasks for similar projects.

Optional for Tasks: To see the optional fields for Task click here.

Manually Applying Workflows:

You can add additional task when manually applying the workflow to your clients and projects and it will not modify the original workflow. Editing Workflow: