Editing Workflow Step Actions – Tasks (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust Parties-related step actions. Specifically, you can create and edit tasks that will be created for the matter as it is moved to the step. Tasks are important as they set out the work that needs to be done by various parties at each step. They also enforce compliance by specifying if a task is mandatory or not. (To learn more, see Adding a Task.)

To do this:

1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
2. Click Settings for the matter type you want to set up a workflow for. 
3. Click Manage in the Workflow section. The Workflow page appears.
4. In the Steps list (right side of the page), select the step you want to edit. The Edit workflow window appears.
   NOTE:  To learn how to add a step, see Creating Steps For Your Workflow.
5. In the Step actions section, toggle Tasks to on. A Tasks section is added below.
6. Click Create new task. The New Auto-Assigned Task window appears.
7. Enter the following information:
   • Assign task to: Click this drop-down list and choose who you want to assign the task to. 
   • Assigned by: Click this drop-down list and choose who is assigning this task. 
   • Required: Toggle this option to on to require task creation, if needed. 
   • Priority: Click this drop-down list and assign the priority for completing the task. 
   • Quick-code: Click this drop-down list to assign a quick code. See About Quick Codes  for more information. 
   • Task name: Enter a name for the task in this field (e.g., "Call client with update").
   • Description: Enter additional information about the task. 
   • Due date: Use these fields to assign a date for when the task must be completed.  
   • Data collection link: Click this drop-down list to link the step to a data collection, which can save users time finding the relevant data. (See Creating a Data Collection for a Matter (Admin) for more information.)
   • Document template link: Click this drop-down list to link this step to a template, which can save users time finding the relevant templates. 
   • Tag: Click this drop-down list to associate this step with a specific tag. Tags are used for some region-specific reports and exports.
   • Completion rules: Toggle this option to on to force the task to be complete before the matter can be moved to the next step. 
   • Create time entry when complete: Toggle this option to on if you want users to track their time or bill this task. 
8. Click Save to save your changes.

After you have created the task for this step, users will see the tasks on the Step change screen under a section called Tasks.

Related Articles:

• Editing Workflow Steps (Admin)
• Editing Workflow Step Actions – Accounting Restrictions (Admin)
• Editing Workflow Step Actions – File Note (Admin)
• Editing Workflow Step Actions – Trust Accounting Data (Admin)
• Editing Workflow Step Actions – Sales Data (Admin)
• Editing Workflow Step Actions – Parties (Admin)
• Editing Workflow Step Actions – Related Matters (Admin)
• Editing Workflow Step Actions – Emails (Admin)
• Editing Workflow Step Actions – Billing Settings (Admin)