Create a Next Step

Next Step is used to track the most important upcoming task in your matter. It's a quick way to enter a task and ensure you don't miss an important step for your client. Make sure every one of you matters has a next step.

Table of Contents

• Getting Started
• Create Next Step
• Additional Notes

Getting Started

You can select an existing task or create a task from a next step widget. See Create a Task for more information on how to create single tasks.

Create Next Step

1.    Locate the Next Step box from the Widget in the Matter.

2.    Enter name of task in the dialog box.

3.    Select a due date.

4.    Assign the task to a staff member.

5.    Select Save.

Additional Notes

You can use existing tasks created for the next step.

A column for Next steps due on for all your matters appears on the triConvey Home Dashboard Matter Area.

You can run the report Matter – Next Steps from Reports for a breakdown of all Next Step details, including client, matter type, and staff member assigned.