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Mitratech Success Center

Checklists

Manage checklists to establish workflow for Legal projects and matters.

The Checklists hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to modify or establish checklist questions for various types of matter records. These checklist questions are for in-house personnel, but separate checklists can be set  for outside counsel in the Matter Maintenance Checklists section.

Checklists Link

From the drop-down list, select the type of matter for which you wish to edit or create checklist questions. A list of existing questions appears along with a blank text box for entering new questions.

Note: If no questions exist for that matter type, you only see the "Add New Question" text box.

  • To modify an existing question, click the orange edit icon icon and enter the new text or appearance order.
  • Change the order of appearance in the list by changing the number in the "Appear Order" text box.
  • To add a new question, enter the question in the "Add New" text box and click Save.
  • Delete a question by clicking the trash_can icon under the RET column. Confirm by clicking OK or click Cancel if you don’t want to continue with the deletion.

Note: Retired or deleted files cannot be restored. 

Add a New Question

  1. Enter the question in the Add New text box and click Save.
  2. Delete a question by clicking the trash_can icon under the RET column.
  3. Confirm your decision before the question is deleted by clicking OK. You can click Cancel if you don’t want to continue with the deletion. Note: Retired or deleted files cannot be restored.
     
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