How to apply a workflow 'Status' to a new matter.
1. While on the main Dashboard, Select '+Add New' and 'Matter'.
2. Enter the 'Client' and 'Matter Name' for the new Matter. Then, select your 'Matter Type' and 'Workflow Status'.
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.
If you have attached the Workflow Status to a Matter Template, you won't need to apply this template manually on the right-hand side of your screen. After saving the new Matter, you'll be prompted automatically to add the assigned Matter Template.
3. Once you've finished the Matter setup, scroll to the bottom of the page and click 'Save Matter'.
4. If you have attached the selected Workflow Status to a Matter Template, you will be prompted to automatically add the assigned Matter Template. Review the Matter Template details, and click 'Save'.
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 a Rocket Matter Trainer.