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Editing an Existing Workflow Template

To view all the workflows that have been applied to a particular case, open the Case Details page for the case you'd like to look into...

Workflow Templates can be edited at any time (add or remove tasks, change due date calculations, etc.).

In this short video, we will provide you with an example of a Workflow used by Estate Planning attorneys.

This article will show you how to create and apply a MyCase Workflow template that contains tasks and calendar events.

MyCase Workflow is a very powerful tool for saving time and increasing the everyday efficiency of your law firm.

The articles in this section outline workflows in MyCase. Topics include adding & editing workflows, viewing workflows, and more! 

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