Matters

Matters - The "Heart" of Actionstep

Depending on your type of business you may refer to "Actions" as:

• Matters,
• Projects,
• Cases, or
• Jobs.

You can adjust your preferences to use the terminology you prefer.

Think of an Matter as an "Electronic File"

When you create a new "Matter" you create an "electronic file" that will contain absolutely everything you need to know about that Matter, including:

• The Parties
• Documents
• Email
• Tasks
• Timesheet Records
• File Notes
• Calendar appointments
• Income and Costs
• Other data

Each Matter has a pre-defined "Workflow" that guides users through a series of "Steps" from start to finish

Create Matters for just about anything

You can create Matters for just about anything.  Examples include:

• Marketing events
• Sales leads
• Legal matters
• Project management
• Employee files
• Insurance
• Facilities management
• etc.

Related articles

• Creating a matter