Step-by-step guide
- Go to Parameters > Set Parameters.
- Expand Matter and Client > Double click Work Types.
- Right click on the list of list of Work types to reveal the context menu. Select 'Add'.
- Complete the necessary details > Click OK.
Hover the mouse over each field to reveal help text to complete the appropriate data required.
| You can use the 'Configure tree' function to create a user friendly list of work types to select from when assigning a work type to your matter. This is where the specific workflow is assigned which will display in the Events tab against each matter |
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