Step-by-step guide

  1. Go to Parameters > Set Parameters.
  2. Expand Matter and Client > Double click Work Types.
  3. Right click on the list of list of Work types to reveal the context menu.  Select 'Add'.
  4. 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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