Objectives:
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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| By default, the system uses a "System Workflow" when no other workflow is selected. |
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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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- Add Transitions: Create transitions between the various statuses, including lists of transitions and other details.
- Use the actions wheel in the top right corner to edit, delete, or export a workflow to Excel.
The workflow will be automatically assigned to tasks that match the criteria of the workflow.
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