Legatics

<a href="#h_34f1dc42b2">What does assigning statuses do?</a>

<a href="#h_a230a22764">How to assign statuses</a>

- <a href="#h_34f1dc42b2">What does assigning statuses do?</a>
- <a href="#h_a230a22764">How to assign statuses</a>

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Assigning statuses to participants means that they will be notified to take action. Doing so can help matter administrators to keep track of how the matter is progressing, and which participants need to complete certain tasks.

Ensure that you have <a href="https://knowledge.legatics.com/en/articles/5584928-creating-and-editing-statuses">added a status column</a> to your list. ​

Click on the status field of a row and click into the 'Action required by' box. ​ ​

This will bring up a drop-down menu of the participants in your matter. You can now select which participants will be assigned to the status. ​ ​ ​

Assigned participants will show in your list and will be notified by email, if emails for the matter have been enabled and where individual users have notifications switched on. ​ ​

5. Statuses can be assigned to roles, organisations or individual users added to a matter.

1. Ensure that you have <a href="https://knowledge.legatics.com/en/articles/5584928-creating-and-editing-statuses">added a status column</a> to your list. ​
2. Click on the status field of a row and click into the 'Action required by' box. ​ ​
 
 ​
3. This will bring up a drop-down menu of the participants in your matter. You can now select which participants will be assigned to the status. ​ ​ ​
 
 
4. Assigned participants will show in your list and will be notified by email, if emails for the matter have been enabled and where individual users have notifications switched on. ​ ​
 
 5. Statuses can be assigned to roles, organisations or individual users added to a matter.

<a href="https://knowledge.legatics.com/en/articles/5585922-automatic-actions">Automatic actions</a>

<a href="https://knowledge.legatics.com/en/collections/3362933-status-column">Status column</a>

<a href="https://knowledge.legatics.com/en/articles/5584928-creating-and-editing-statuses">Creating and editing statuses</a>

- <a href="https://knowledge.legatics.com/en/articles/5585922-automatic-actions">Automatic actions</a>
- <a href="https://knowledge.legatics.com/en/collections/3362933-status-column">Status column</a>
- <a href="https://knowledge.legatics.com/en/articles/5584928-creating-and-editing-statuses">Creating and editing statuses</a>

If you have any questions or need further help, please get in touch with us at <a href="mailto:support@legatics.com" rel="nofollow noopener noreferrer" target="_blank">support@legatics.com</a>.

How to assign statuses to matter participants to notify them to take action on an item

In this article:

What does assigning statuses do?

How to assign statuses

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