Creating Steps for Your Workflow (Admin)

Modified on Thu, 27 Jun at 4:04 PM

This article shows you how to create steps for a matter workflow in Actionstep. To then customize those steps, see Editing Workflow Steps (Admin)


To create workflow steps:

  1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
  2. Click Settings for the matter type you want to work with. 
  3. Click Manage in the Workflow section. The Workflow page appears.
  4. Click Create new step. The Create Workflow Step window appears. 
  5. If you want to create a single step:
    1. Enter a Step name (for example, Initial Consultation)
    2. Optionally, select Edit more settings after creating step if you want to immediately set up the step's functionality when you click Save. 
  6. If you want to create multiple steps at once:
    1. Toggle Create multiple steps to on 
    2. List each step name on its own line in the multi-line field that appears.
  7. 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. See Editing Workflow Steps (Admin) for help doing this.           



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