How to: Change a workflow

If you have created your matter with the wrong workflow type, you can change it saving you time and effort. Any custom fields related to either workflow will remain on your matter so no information is lost.

Switching workflow type via the Projects screen

1. Click on the Projects menu
2. Locate the relevant project and click on the action button under the action column
3. Select Switch workflow from the dropdown options
   
4. The Switch workflow pop up window will appear, select the workflow you want the project to be updated to from the dropdown options
   
   
5. Click Switch workflow, the project will update, any custom fields related to either workflow will remain on your matter so no information is lost.

Switching workflow type via the Project summary

1. Go to Projects and open the project you want to switch
2. Click on the action button
3. Select Switch workflow from the dropdown options
4. The Switch workflow pop up window will appear, select the workflow you want the project to be updated to from the dropdown options
5. Click Switch workflow, the project will update, any custom fields related to either workflow will remain on your matter so no information is lost.

Note: A projects workflow can not be changed to any alternative type e.g. an internal workflow to a external workflow with invoices.