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