Creating A Workflow
How to Create A Workflow
Clicking on the ' +' icon in the mot-r navigation bar, will open a dropdown menu.
Scroll and select 'Start New Workflow'
Select from the available Workflow Templates based on Job Type (Practice Area), Checklist Template, Workgroup (Team/Group), and add a short Reference to help describe this particular Job.
Additionally, you can a select a Start Date for the workflow to begin and if desired, attach a working document to use as a reference.
Once all the fields are selected and completed, click OK and the workflow will automatically created and the relevant notifications will be sent.
Congratulations, you've created a mot-r workflow!