Guides
13 articles
- Where is the Workflow page located?
- How to move a case to another status on the Workflow Page
- Change if you see overdue cases first on Workflow
- How to Use the Workflow Board in Smartr365Guide to using the visual Workflow board for tracking and managing cases through pipeline stages.
- How to Use the Workflow Board (Pipeline View)Guide to using the visual Workflow pipeline board for case management.
- Create Your WorkflowAllows firm administrators to define mandatory field rules that trigger at specific case statuses.
- How to delete a task
- How to assign a task
- What is the Tasks Page?
- How to assign a task from someone else
- Where are tasks located?
- How to Manage Tasks in Smartr365Guide to the Tasks page including filtering, completing, editing, and bulk reassigning tasks.
- How to configure mandatory tasks