Manage Matters in a Project Management Workflow

Before using Project Management, make sure you have enabled Project Management for all new matters under Setup > Firm Settings > Firm Preferences.

Assign a New Matter to a Workflow

When adding a matter, you can enable project management for it and assign it a matter type and workflow status.

Assign an Existing Matter to a Workflow

An existing matter can be assigned to a workflow from two areas:

• Under Matters > Settings > Project Management OR
• From the Project Management screen

To assign an existing matter to a workflow from the Project Management screen:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Project Management.
3. On the Project Management screen, select the workflow board to which you want to assign a matter from the drop-down.
4. Depending on which status your matter is in, click on the three dots at the top of that swim lane.
5. From the drop-down, select Assign Matter to Workflow Status.
6. In the box, type the first few letters of the matter name. From the list, select the matter you wish to assign to this workflow.
   Note: Matters that are assigned to another matter type, attached to this matter type, or inactive will not display in the auto-suggest.

Unassign a Matter from a Workflow

To unassign a matter from a workflow:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Project Management.
3. On the Project Management screen, select the workflow board from which you want to unassign the matter.
4. Click on the three dots in the top right of the matter and from the drop-down, click Unassign Matter.
   
5. In the window that opens, confirm the message by clicking Unassign.
   Your matter will be removed from the board.