Overview

Next Step is used to track the most important upcoming task in your matter. It's a quick way to enter a task and ensure you never miss an important step for your client. Make sure every one of your matters has a next step.


You can select an existing task or create a task from the next step widget. 


How to Create a Next Step


1.  Locate the "Next Step" box on the right hand side within the matter.

    


2. Under NEXT STEP


  • Enter task (to-do) in the dialog box
  • Select a due date
  • Assign the task to a staff member
  • Select Save



OR

  • .click 'Select existing task', and a list of tasks already saved on the matter will be available to choose.



Add the Next Steps column

A column for “Next steps due on” for all your matters is available on the EvolveGo Matter Home Screen.



Matter - Next Steps Report

From the Reports menu, run the report “Matter – Next Steps” Report for a breakdown of all Next Step details, including client, matter type, and staff member assigned.



Did you know...

  • Next Step works with the Tasks feature for a complete overview of the to-do list