Objectives
- Automate Tasks and Triggers.Reminders upon creation of Corporate Matter/ Litigation Case/ Judgment/Contracts
Steps
With App4Legal, you can now automate tasks and reminders to be assigned automatically in response to triggers.
Tasks and Reminders can be automated by creating triggers with specific conditions. There are several types of triggers, including hearing judgments, corporate matters, and litigation cases, and Contracts & Documents.
The admins should go to System Settings and choose "Tasks & Triggers Automation" from System Preferences.
The admins admin can add a trigger, edit, or delete existing ones.
In order to add a trigger, you must first select the type: set judgment, create corporate matter, or create litigation case.
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A task or a reminder can be added from the Add Actions.
After selecting the task, you must select the due in (the number of days), assign the task to the user, and specify the task type and title.
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