Objectifs:
- Méthode Kanban pour le suivi des performances
- Configuration du tableau des contrats.
Etapes:
Les gestionnaires peuvent utiliser les tableaux Kanban pour obtenir une vue d'ensemble des contrats, des affaires et du statut des tâches.
This board can perfectly give an idea about the overall activity of the team, the work progress, and the status of the contracts being handled.
Le code couleur des priorités permet à l'utilisateur de mettre en place des plans d'action échu . Par exemple, les questions critiques sont en rouge, les questions de priorité moyenne sont en bleu, et ainsi de suite.
Les responsables peuvent facilement contrôler les performances de l'équipe, la personne affectée, la priorité et la date d'échéance.
Les utilisateurs peuvent trouver rapidement des informations à l'aide de filtres rapides. Il leur suffit de cliquer sur l'icône du filtre pour l'activer. Le tableau dispose de filtres rapides pour l'équipe affectée, le destinataire, la date d'arrivée, la date de dépôt, la date d'échéance, etc.
Un tableau Kanban dispose d'une grande fonctionnalité qui permet de faire glisser les tickets dans les colonnes afin de mettre rapidement à jour leur statut.
La modification du statut du contrat respecte strictement le flux de travail du contrat défini dans l'administration et la configuration.
Les colonnes qui ont 2 statuts ou plus sont divisées de manière à donner une section à chaque statut. can find information quickly using quick filters. They just need to click on the filter icon to enable them. The Board has quick filters for Assigned Team, Assignee, Arrival Date, Filed on Date, Due Date, and so on.
A Kanban board has great functionality that allows dragging tickets through columns in order to swiftly update the Status.
Changing the Status of the Contract strictly abides by the Contract Workflow defined in the Admin & Setup.
Columns that have 2 or more Statuses are divided so as to give a section to every Status.
Additionally, you can show the archived or hidden contracts as well. Choose the status, type, and close on date.
Configure the Board:
You can also customize your Contract Boards to suit your specific needs. This way, you can set up the boards to display the information that is most relevant to you. For example, you can choose the columns that appear on the board, the labels that are used to categorize contract statuses and the filters that are used to narrow down the contracts that are displayed.
Columns in the Matter Board can hold one or more Matter statuses and can be named as desired in an easily configurable interface.
You can create multiple boards that you need - just hit the Board link on the top and view the records of your boards, then add your own to that list.
From this page, you can view the boards, and edit or delete them. It can be accessible from the System Settings at any time.
Contract Boards also have post-filters that can be accessed using the filter-like shape.
You can create filters based on practice area, assignee, assigned teams, or priority.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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