Objectives
- Insert a task related to the litigation case in the
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Environment
- Litigation Case Module
Additional Information
- Add a new task
Procedure
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- database
Steps
In LEXZUR you can add a new task via the
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Actions button in the
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Stages &
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Activities tab or via the
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Plus button in the Tasks section within each stage.
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There are 6 mandatory fields: Title, Task type
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, assigned to, requested by, priority, and due date.
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- Task Title: The title for this task.
- Task Type: A list that can be customized on the fly.
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- Assigned to: LEXZUR User who is going to work on the Task. There is an "Assign to Me" quick button that automatically adds the logged-in user to the field
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- .
- Priority: A defined list. Priority serves the color coding on Task Boards
- Due Date: When this task needs to be done
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- Notify me before: Add a reminder related to the task based on the due date and then press save
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- Requested by: the user who requested for this task to be done, by default the logged-in user.
- Add a Description: What is needed to be done on this task.
- Related Matter: The associated matter is selected by default.
- Stage: You can select the stage where you need to add the task for.
- You can add more details or attach documents related to this task.
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Once you add your task it will appear in the stages Stages & activities Activities tab by clicking on the tasks in each stage. 
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
