How do you set up workflows (automated tasks?)

In order for Workflows to work, you will need to create a pack for a specific matter class in system settings.

SILQ has already set up a number of default tasks for you as a starting point, however these can be deleted / edited to suit your firm.

1. Navigate to System Settings by clicking on the settings cog in the top right corner.
2. On the Workflows tab, either click Add or highlight an existing pack and click on Edit a matter class already available.
   
3. First, choose the matter class you would like these tasks to be available for.
4. You will need to add a Pack Description - This section is important to be able to differentiate between packs in the same Matter Class. For example, if it is a Property Sale pack, you may have 1 for the sale of an existing property, another for the sale of land and another for an off the plan purchase - clearly set that out in the description so it is easily identifiable.
5. Click on the green 'Save & Add Items' button, in the bottom right corner.
6. Now the pack has been created and you will see that the green +Add button becomes available
   
7. Click on + Add, and you will see this section appear right under the + Add button:
   
8. Fill each section out and then click on save:
   
   1. Order: This controls the order in which the tasks will be shown when added to the matter
   2. Priority: You can choose low, medium or high
   3. Assigned to: This will automatically assign this particular task (not the whole pack) to a particular user - You can choose from Primary Fee Earner, Matter Owner or Person Assisting (assistant). These fields are found when creating or editing matter. Some clients ask why you cannot choose a specific staff member, rather than a role - this section is the default, which means role is more relevant as staff can change, the matter owner can change etc. If someone leaves your firm, the tasks will be reassigned at the same time the matter is reassigned. If you want it to be assigned to someone who is not in one of these roles, you can do that when the task is added to the matter.
   4. Template Type: If the task requires a document to be generated or email to be sent, you can choose which is the specific document/email template to both guide your staff member and ensure there is no confusion as what is supposed to be done. Once you choose the type from the dropdown, a window will pop up to allow you to choose the exact template you would like.
   5. Due Date: This is a dynamic due date that will be calculated based on what you enter into the below fields. Below is an example for the matter class Property Sale. Note, the which field dropdown will change based on the matter class you have chosen.
      1. Units: 2
      2. Unit Type: Days
      3. Before/After: After
      4. Which Field: Settlement Date 
   6. Reminder: If you would like the staff member to be reminded of the task, you should click the checkbox. When you do this, a box will appear to the right asking you how many days before the due date you want to be reminded - if you leave it at 0, it will remind the user the task is assigned to on the day of the due date.
   7. Description: This is where you will add the instructions of what needs to be done on the task.
9. Add as many tasks you would like to this pack and then click on the green 'Update' button.
    

You now have a task pack, with multiple tasks in the matter class you have chosen.

You can repeat the above steps for as many matter classes as are relevant to your firm.

Next, you can apply these to the matter.