Manging and automating Tasks
Workflows in HoudiniEsq are a sequence of steps through which tasks pass from initiation to completion. Tasks can be assigned to one or more staff, and the progress of each task is tracked in real-time for any Matter which they are assigned. Workflows use a kanban chart to display the key tasks in a natural manner. Each “step” in a workflow has triggers assigned that fire when a task is moved from one step to another.
Workflows in HoudiniEsq are a sequence of steps through which tasks pass from initiation to completion. Tasks can be assigned to one or more staff, and the progress of each task can be tracked in real-time for any Matter which they are assigned. Workflows allow you to use a Kanban-style chart to display your key tasks for each case in a more natural manner, and each “step” in a Workflow allows you to assign Triggers that fire when the task is moved from one step or status to another right on the chart.
Workflows use todos as the Tasks, and Todo Status Codes are the Steps.
How do I create Workflow?
Creating and managing workflow is easy. Learn how to automate task such as generating docs, sending emails, notifying staff, and so much more.
How do I add fields to forms?
Creating and managing record types is easy. To edit an existing type select it from the combo and hit enter. To add a new type enter the name and hit enter.
Best Practice Tip
Use a test matter for all your testing. Start by adding your firm as a contact record. Then create a matter linked to this contact record as a party to the matter. Give the matter a unique name so you can recall at will and with ease anytime you wish to try or test a feature. This provides an easy way to test functionality without the risk of altering an important record while experimenting.
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