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!

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