Objectives:

• Add Workflows
• Add Workflow Statuses
• Manage Workflows

Steps:

You can customize the task workflows and statuses in Lexzur. To do this:

Add a Task Workflow:

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• Navigate to System Settings and then select Manage Workflows under Tasks Settings:

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• To add a new workflow, click the (+) sign next to Task Workflows.
• Provide a name for the workflow and specify the task type it will apply to.

Add Workflow Statuses:

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• After adding the new workflow, you'll need to assign statuses to it.

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   Here, you can add new statuses, edit or delete existing ones, and track their types and categories.

Manage Workflows:

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Once your new workflow is added, you can manage and customize it:

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