Create Workflows in the Todos app before adding them to Matters. Once a Workflow has been created, you can use it over and over again in as many Matters as needed.
  • Switch to the Matters app using the app switcher links
  • Click a Matter record from the record list to open the Matter
  • Click the Workflows button in the Workflows toolbar
  • Select a start date for the Workflow
  • Select a Workflow from the drop down list
  • Click the Save Changes button to save the record