Workstreams for a body of work
Organise matter work or firm initiatives into boards. Review tasks in the views that suit the team's working day.
Workstreams
Turn an instruction into work someone can carry forward. Organise tasks on a board, assign responsibility and keep the updates with the item being discussed.
Ownership and priorities
Record assignees, collaborators, priorities and due dates so responsibility does not rest on a task title alone.
Details that stay with the task
Break work into subtasks and keep comments, attachments and checklists with the parent task.
In daily practice
- 01
Set up the workstream
Choose the board and link it to a matter where the work belongs to an engagement.
- 02
Break down the work
Add tasks and subtasks, then assign owners, priorities and target dates.
- 03
Move the work forward
Update status and add the context a colleague needs for review or handover.
Before you begin
Yes. Boards can organise firm initiatives as well as matter work; a matter association is not required for every task.
No. Operational task dates and legal docket dates serve different purposes. Record and review court deadlines in the docket workflow.
Keep the context