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EBM users: see Global Create Button |
This is a powerful way to do whatever you need to do in Actionstep. Any time you need to do something chances are you can start it from this button.
The button is located on the Home screen in the top left hand corner of this page but you will also see it in other screens. So what are the options under this button?
Matter
This is your work in Actionstep it is the project or client file you are working on. Actionstep is Matter (or Action) focused. This means that the work you can do is linked back to the matter for that work. You can create different Matter Types to control the different steps and process that you go through to do your work. Most other things you create will be linked to the matter. Got more work? create a new matter do do it in.
File Note
This is a note that you take that relates to a matter.It is the way that you keep track of information in your matters. You must create a matter before you can create a File Note. Anything noteworthy you need recorded against you work can be added as a File Note.
Tasks
Tasks, like the name suggests are things that need to be done. used simply, you can set a time for when they need to be done and who should do the task but Actionstep can do so much more, allowing you to record time against a task, create them to occur automatically when your matter moves to a new step and much more. You will have to create a matter to be able to link a task to it.
Contact
These are the people that you do business with and there can be a lot of them. Got a new client on the phone? Create a new contact to record their details.
Hopefully you don't need to have this explained to you. Create an email that will be fired out of Actionstep. The record of the email will be kept in Actionstep and can be assigned to any matters you have to keep your records in order.
Appointment
Leap into your calendar to create a new appointment.