Help centre / Desk / Settings
Create a work stream
A work stream is one kind of work your team does, such as residential conveyancing, laid out as stages from start to finish. Every matter sits in one.
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Add the work stream
Go to Settings, then Work streams. Type a name into Name of a new work stream and press Add work stream.
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Choose the team and where new work goes
Add people to the Team, or leave it as everyone with a seat. Under New work goes to, choose Shared out in turn, Whoever picks it up or the client’s owner.
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Lay out the stages
Name each stage, choose Who works it and give it a time limit in days if you want one. Press Add a stage for more, and drag stages into order.
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Fine-tune each stage
Open a stage’s options to switch on Check signatures when documents arrive, A second person signs off, or Can't move on until the checklist is done. What happens here says whether the matter is being worked on, waiting on someone else or closed.
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Add the documents you expect and a checklist
Under Documents we expect, press Add a document type and say who signs, where and how many. Under Checklist, add the things to tick off on every matter, like “Searches back”.
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Save it
Press Save changes. The work stream is now there to choose when you open a matter.
Changing or retiring a work stream
Open it from Work streams to change anything, then press Save changes. A stage that still has open matters can’t be removed, and every work stream keeps at least two stages.
When you stop doing a kind of work, press Archive. You can press Bring it back later if you need it again.
Still stuck? Write to [email protected] and we'll get back to you.