Objectives
- Add a new task.
- Manage your tasks.
Steps
In Lexzur mobile, you can add new tasks on the fly. You can do so from the (+) button at the lower right of the home screen.
You need to fill in the 6 mandatory fields:
- Title
- Task Type: A drop-down section to pick from
- Description
- Assigned to: you can assign it to yourself by clicking on "Add Me".
- Requested By: filled automatically with the name of the user adding this task.
- Due Date
After saving the task, it will be accessible from the Tasks section, on the home page.
You can search for a specific task/s either by applying filters or by writing the name of the task.
From the icons beside each task, you can add a time entry, add a reminder, start the timer, or record an expense.
By clicking on the Task, you can view its details and make any necessary edits by clicking the pen icon located at the upper right corner of the screen.
The 3 dots options on the top right enable you also to add time entries, reminders, or expenses related to the task, or track your time easily via the embedded timer.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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List/View Tasks
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Choose Task from the sliding menu in order to List/View all the available Tasks in the form of a scrollable list. By default, the Tasks grid shows My Tasks which are the Tasks assigned to the logged in user.
The list/view is as depicted in the screen shot. Every Task has the initial of the Assignee (in our case its the logged in user), Task ID, Task Type, Priority, Task Description, Due Date and Status.
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Add a Task
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Task Add form opens as shown below.
The selection fields will display a pop-up from which the user can select the needed option ex. Assign to User.
For the lookup fields, the system will allow the user to search for the needed information ex. Cases.
Edit a Task
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Search for a Task
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