Category: How To’s

Working in Legalboards: Multiple checklists Guide

Working in Legalboards: Multiple Checklists

Having multiple checklists within the same card in Legalboards can be super helpful. With the ability to create multiple checklists, you can improve the organization of your workflow by enhancing your cards. In this guide, we’ll walk you through how to create multiple checklists within the same card in Legalboards. How to Create Checklists Let’s

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Working in Legalboards: Board Filters Guide

Working in Legalboards: Board Filters

We’ve introduced a new feature that helps you easily find exactly what you need in no time. With the new board filters, you can filter your board by multiple parameters and save those selections to use again anytime. In this guide, we’ll walk you through how to get started with creating board filters to easily

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Working in Legalboards: Managing Board Members

Working in Legalboards: Managing Board Members

At Legalboards, we want to help you and your team collaborate more effectively. One of the ways to improve how your team works is adding board members to your Legalboards account. These members can be view-only or have the ability to make changes, so you can work effectively, so managing board members is easier than

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Working in Legalboards: Avoiding Duplicate Tasks

Working in Legalboards: Avoiding Duplicate Tasks

A common issue we’ve heard from users is about duplicate tasks being created within a board. But, how can you effectively avoid duplicate tasks? There are many strategies, but today we’ll focus on combating one of the underlying problems- abnormal card movements. By knowing how to deal with moving a card backwards, we can avoid

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Automation action: task status update

Working in Legalboards Automation: Update Task

We’ve heard your requests and have added a new automation that allows you to update the status of your tasks based on the trigger you choose. By using this new automation, you can reduce your backlog of work by automatically updating your task’s statuses. If you’re more of a visual learner, check out the video

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LawPay integration featured image

LawPay Integration

Legalboards and LawPay are both simple, user-friendly, and smart tools for an agile legal practice. We know that today’s lawyers are strapped for time. That’s why we’ve integrated Legalboards and LawPay so you can boost your productivity with the help of experts. Through the use of agile methodologies, the Legalboards platform allows you to increase

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Timesheet reporting featured image

Working in Legalboards: Timesheet Reports

A great way to track progress of a workflow is to use reports to summarize information. In Legalboards, you can generate reports in three different ways- by tasks, matters, and now timesheets. Now, these reports can be generated using the time entries in your account. If you’re more of a visual learner, check out the

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Working in Legalboards: Estate Planning Template

It can be difficult to organize your workflows as different cases require different processes. We want to help you organize your workflow, and having a template to work from can be helpful to get started. Our team has developed an Estate Planning template for you to get started with. How to Get Started In Legalboards,

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Working in Legalboards: Google Drive Integration

In this guide, we’ll walk you through how to set up and start using the Google Drive integration within Legalboards. Keeping files attached to matters (or cards in Legalboards), can be difficult. File management is often the key to staying organized so you can continue to be productive. Our new Google Drive integration allows you

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Checklist

Working in Legalboards: Checklist vs. Tasks

We know that checklists and tasks can be similar, especially depending on what needs to be done. Usually, checklists are comprised of a list of smaller tasks that need to be completed or reminders for upcoming tasks. “The Checklist Manifesto” by Atul Gawande helps to differentiate checklists and tasks by taking a look at how

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