Category: How To’s

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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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Working in Legalboards- Custom Task Statuses

In this guide we’ll walk you through how to set up and use our unique feature of custom task statuses. Not all tasks look or can be classified the same. Administrative, consultative, and billing all require different steps, so why shouldn’t that be reflected in their statuses? Out of wanting to address this discrepancy, we’ve

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Checklist Automation

Working in Legalboards- Automation Action: Checklist Creation

In this guide, we’ll walk you through setting up our newest automation action: Checklist Creation. This automation will allow you to automate your task checklists. By setting this automation, you and your firm will be able to save time and become more efficient. If you’re more of a visual learner, check out our video guide

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Working in Legalboards- Automation Action: “Send Email”

Create unique email notifications personalized to your team, clients, or external consultants by setting up email automation in Legalboards. By creating “Send Email” automations, you can go beyond a simple template email notification. However, templates can still appear as spam in some inboxes- which is a problem we want to help you with. Legalboards deals

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Working in Legalboards- Automation Trigger: “Card Movement”

In this guide, we’ll walk you through how to set up a card movement automation trigger for increased productivity. This means that when a card moves columns, a trigger will be set and have an automated response. Card movement automation triggers are easy to set up for daily use. By creating this trigger, you will

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Working in Legalboards- Automation Action: “Task Creation”

An important part of a team leader’s role is to distribute and organize team members. A team leader has to address who’s doing what, when tasks need to be completed, and how to best complete the task. However, this doesn’t need to require a big time commitment when you use Legalboards for task automation. In

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Automation Action

Working in Legalboards- Automation Action: “Move Card”

This guide covers how to create a move card automation action in Legalboards with examples of the automation in use. With this action, your cards can automatically move within the same board and/or be created on a different board. This capability can significantly improve your productivity because of the clarity, collaboration, and synchronization it provides

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