How to apply a Workflow Status to an existing Matter.
1. Navigate to the Matter Dashboard of the Matter you'd like to apply the Matter Type and Workflow Status for.
2. While on your Matter Dashboard, click 'Edit Matter'.
3. Choose your 'Matter Type' and the 'Workflow Status' you'd like the case to begin with.
NOTE: If you do not see any status auto-populate under 'Workflow Status', make sure you've started your transition for this Matter type correctly. The initial transition must be 'No Status' to a transition of your choice. For additional help, please see How to define Workflow Transitions.
4. Scroll to the bottom of your page and click 'Save Matter'.
Notice your Matter Workflow Status now displays to the right on your Matter Dashboard.
For additional support, please contact Support at 888-432-1529.
Looking for additional personalized assistance in setting up your statuses and transitions? Contact Rocket Matter to schedule a consultation with Rocket Matter's Head Trainer.