How To’s

Check out the step-by-step instructions here
to start a more intuitive organization right now.

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How Does Automation Work?

With Legalboards’ workflow automation system you can plan, organize, and …

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Automation Action
Working in Legalboards- Automation Action: “Move Card”

This guide covers how to create a move card automation …

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Send Email Task
Working in Legalboards- Automation Action: “Send Email”

Create unique email notifications personalized to your team, clients, or …

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Workflow
Working in Legalboards- Automation Action: “Task Creation”

An important part of a team leader’s role is to …

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Kanban board
Working in Legalboards- Automation Trigger: “Card Movement”

In this guide, we’ll walk you through how to set …

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