Actionstep Practice Management allows you to take your work process and build it into your matters. Specifically, you identify the individual steps or milestones you must accomplish as you complete a matter. You can then organize those steps in the order you want and have those steps trigger workflow-specific automation.
This article shows you how to create steps for a matter workflow in Actionstep Practice Management. To then customize those steps, see Editing Workflow Steps (Admin).
To create workflow steps:
- In Actionstep, go to Admin > Matter types. The Matter Types page appears.
- Click Settings for the matter type you want to work with.
- Click Manage in the Workflow section. The Workflow page appears.
- Review the existing Workflow diagram and determine which additional steps may be needed.
- Click Create new step. The Create Workflow Step window appears.
- If you want to create a single step:
- Enter a Step name (for example, Initial Consultation).
- Optionally, select Edit more settings after creating step if you want to immediately set up the step's functionality when you click Save.
- If you want to create multiple steps at once:
- Toggle Create multiple steps to on
- List each step name on its own line in the multi-line field that appears.
- Click Save to save your changes and create the step.
If you selected to edit more settings for a single step, you are then taken to the Edit Workflow Step window where you can set up the details of the step. Or, you can edit these details at a later time. In both cases, see Editing Workflow Steps (Admin) for help.
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