Precedent Workflows > Customize precedent workflow features


Customize precedent workflow features

This topic covers:

        Customize firm member roles for precedent workflows

        Customize contact roles for precedent workflows

        Customize your task option for the DO button

Customize firm member roles for precedent workflows

        Choose Options > Firm Setup, and click Precedent Roles.



        Change the list as desired: Add, remove, rename, or move roles in the list.

Customize contact roles for precedent workflows

These are the same as contact roles on files. See Customize contact file roles for the firm.

Customize your task option for the DO button

        Choose Options > My Preferences, and click My Task Settings.


        Indicate whether a clicking a task's DO button should automatically mark the task as done.

        What are precedent workflows?

        View the precedent workflows list

        Apply a precedent workflow to a file

        Reschedule events created from a precedent workflow


Amicus Cloud (July 2023)

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