Customized workflow statuses can be used with each work type. To set up or edit these statuses first go to Practice Settings, then Work Types. By selecting the (...) to the right of the Work Type and then “Edit” a menu will appear allowing users to select the specific set of statuses for that Work Type.

If a specific workflow status does not show up in the list for a work type, use the instructions above to edit the Workflow Statuses in the Work Type.

Best practice tip:

  • Take the time to think about workflow statuses should be defined across all the work your firm performs. Use this workflow custom statuses worksheet to help plan and build your firm’s workflow statuses.
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