How To’s
Check out the step-by-step instructions here
to start a more intuitive organization right now.
How Does Automation Work?
With Legalboards’ workflow automation system you can plan, organize, and …
Working in Legalboards- Automation Action: “Move Card”
This guide covers how to create a move card automation …
Working in Legalboards- Automation Action: “Send Email”
Create unique email notifications personalized to your team, clients, or …
Working in Legalboards- Automation Action: “Task Creation”
An important part of a team leader’s role is to …
Working in Legalboards- Automation Action: Checklist Creation
In this guide, we’ll walk you through setting up our …
Working in Legalboards- Automation Trigger: “Card Movement”
In this guide, we’ll walk you through how to set …
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