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Conditional Tasks & Workflows
Conditional Tasks & Workflows

Control when tasks hit your agenda and become due with our new trigger-based rules for due dates.

David S avatar
Written by David S
Updated over a week ago

Does your agenda ever get bogged down with overdue tasks that can't be completed until other work is done first? The most common example of this is when you cannot review key documents and prep for a trial until you've actually received certain key documents from the client.  We've given you back control over your agenda with conditional tasks. 


Creating conditional tasks as you work

Anytime you want to make a follow-up step for a task, we recommend creating a Conditional Task.  Below, you'll find an example of how to use Conditional Tasks when preparing for a trial.

1. Open any Not Completed task.

2. Click +New Conditional Task.

3. Title your next task in the Subject line.

4. Create the Due Date rule. (This will calculate a due date based on the number of days, weeks, months, or years after the previous task is marked Completed.)

5. Fill out any remaining details about this task, then click Save.

What happens now?

Now that your conditional task is created, you will see the Next Steps tab appear. 

In the example below, you can see under the Next Steps tab that Review Key Documents would be due on 2/24/2020 if Received Key Documents gets completed on 2/21/2020.

Create new conditional tasks and attach them to other conditional tasks. In the example below, Review Key Documents will trigger after the completion of Received Key Documents.

After Review Key Documents completes, Develop Trial Strategy — the final step —  hits your agenda and goes live.

Understanding the Conditional Task Summary in the Activity View

Review Key Documents will be updated from Conditional to Not Completed after the completion of Received Key Documents. The due date automatically readjusts based on when you mark Received Key Documents as Completed.

The same happens when you complete Review Key Documents. Develop Trial Strategy goes live, and you're moving on to the final phase of the trial preparation process.

Once any task becomes Not Completed, it appears in your Agenda with a due date.

Pro-Tip: Filter Activities by Not Completed to focus your attention on the highest-priority items. 

Planning out your conditional tasks within a workflow

For a quick re-cap on building an automated task workflow, click here.

We just talked about how to create Conditional Tasks on a standalone basis. Now let's discuss creating Conditional Tasks within a Workflow.

Note: In the past, Due Date used to be the only option available for a task when you were building a workflow. Now, you can choose between Due Date (for creating normal tasks) and Completion Date (for creating conditional tasks). 

If Due Date is selected, you can pick any other normal task or event from the final dropdown menu. If Completion Date is selected, you can pick any task (both normal and conditional) from within this workflow. 

After saving the workflow, you can apply it to a Contact or Matter.

What happens now?

Take a look at the Activities page within the Contact or Matter to which you applied the workflow. The tasks within the workflow are now marked as Not Completed or Conditional.

Using conditional tasks, you can program an entire workflow from start to finish with tasks that are contingent on each other's completion. This provides more accurate visibility into upcoming work.


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