Working With Projects

In CloudNine™ LAW, assigning cases to projects can make it easier to find and manage cases. When you first create a case, you can assign it  to a project or you can assign cases to projects after you create your cases. After cases are assigned to projects, you can use a tree control that lists projects and member cases to easily navigate to the case you are interested in.

Organizing cases by project can be useful, for example, when you need to work with multiple cases from the same client.

The steps to create a new project vary, depending upon whether you create a project at the same time as you create a new case, or create a project for an existing case.

 

hmtoggle_plus1To create a project when creating a new case
hmtoggle_plus1To create a project for an existing case
hmtoggle_plus1To edit project properties
hmtoggle_plus1To delete a project

 

Need additional help? E-mail the CloudNine™ LAW Technical Support team at: lawsupport@cloudnine.com, or contact a support representative at 713-462-6464 for CloudNine™ LAW Ext. 12 or CloudNine™ Explore Support Ext. 13. The Technical Support team is available between the hours of 9:00 A.M to 7:00 P.M. Eastern Time, Monday - Friday.

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