Workstreams allows you to flexibly customize the data you want to capture, track, and report during a Matter.
What are my options for sorting and filtering my Workstream items?
Workstreams are displayed in a tabular format. You can add, remove, edit, and move each column. Each column can be customized to include the data type and details you prefer. You are able to sort by any of the columns in your Workstream.
What type of data can I organize into a Workstream?
When adding or editing a column in a Workstream, Lupl currently supports the following column types:
-
Popular -
Plain text
Rich text
Date-
Single selection
Multiple selection
Number
Currency
Link-
Checkbox
-
User picker
-
Attachment
Create your own column or select Popular from the column type list to choose one of Lupl's column templates. Lupl's column templates include:
- % Complete
- Advice - Attachment
- ApprovalApprover
- Assumptions
- Budget
-
Capacity
- Client Name
- Client/Matter No.
- Commencement Date
- Completed
- Conflict Check Names
- Conflicts Status
-
Deliverable
- Document Name
- Document Type
- Due Date
- Expiry Date
- Fee Quote
-
Firm Name
-
Governing Law(s)
- Issue
- Jurisdiction(s)
- Link
- Linked Documents
- Linked Tasks
- Name
- Notes
- Party(ies)
- Priority
- Reference #
- Request
- Risk (RAG)
- Signatory(ies)
- Signature Status
- State
- Status
- Step #
-
Step Name
- Task Name
- Team Member
- Time Estimate
- Transaction Phase
- Transaction Role
- WIP
Related Articles
How do I add a custom column to a Workstream?
Who can import and export Workstreams?
Creating & Customizing Workstreams