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  • How to Assign Tasks in Corporate Matters




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Tasks can be added through the Actions button in the top right corner of the tasks page -> Add New Task  

You can also use the ‘New’ button Create button in the navigation menu to quickly add new tasks.

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  • Task Title: Give the task a title, or small description.
  • Task Type: A list of types that can be customized on the fly, including Research, Meeting the Clients, Attach Docs, and so on.
  • Assigned to: The task can be assigned to any App4Legal LEXZUR user, or you can simply assign it to yourself from the "Assign to me" quick button.
  • Priority: Specify the task's priority such as low, medium, high, or critical. Priority serves the color coding on Task Boards
  • Due Date:  The deadline or the specific date by which the task is expected to be completed.
  • Notify me before: This allows you to receive a notification or reminder before the task deadline.
  • Requested by: The user who initiated this task request, with the default being the currently logged-in user.

Additionally, provide a description of describe what needs to be done for this task.

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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

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