Overview
The "My Queue Workflow" in the LMT system helps streamline task assignments and approvals by allowing you to organize workflows for cases. By customizing your queue workflow, you can define the stages of review and assign responsibilities to your team members for efficient task management.
To configure your queue workflow in the Litigation Management Tool (LMT), follow the steps below:
Navigate to the Settings Section
From your dashboard, locate and click on the Settings option in the main menu.
Enter Edit Mode
Once in the settings section, select the Start Editing button. This will allow you to make changes to your workflow settings.
Modify Workflow Levels
In the workflow list, locate the Add/Remove button positioned next to each workflow. Click on this button to proceed.
Add Workflow Levels
After clicking Add/Remove, a panel will open on the right-hand side of your screen.
In this panel, click the Add Level button to define a new workflow stage.
Select Team Members
You will be prompted to choose team members for the selected workflow level.
You can select individual members, the entire team, or specific groups based on your needs.
You can also choose whether this level should apply to all team members or specific ones using the Select "All or Either" options.
Save and Apply Changes
Once the appropriate team members and settings are selected, click Submit to save this workflow level.
If additional workflow levels are required, repeat the process to add more stages to the workflow.
Finalize Workflow Setup
After configuring all desired levels, ensure you click Save to finalize the workflow. This will apply the changes and activate your new queue workflow.
By following these steps, you can efficiently manage your queue workflow based on your team's specific requirements. If adjustments are needed in the future, you can always revisit the settings to add, remove, or modify workflow levels as needed.