How to Use the Task Board

Objective:

Monitor team activity and track Task progress in real time using the Task Board.
- Access the Task Board
- Use the Board
- Filter the Board View
- Archive/Hide Tasks from the Board

Steps:

Lexzur Task Boards offer a powerful visual management system to help legal teams stay on top of Tasks, deadlines, and assignments effortlessly.

Accessing the Board:

From the Lexzur main menu, whether in Practice, Contra, or any other module, click on Agile, then select Task Board.

Using the Task Board

The Task Board provides a Kanban-style view of all your Tasks, organized into columns based on their current workflow status.

Selecting a Board:

At the top left of the page, use the dropdown menu to choose the board you want to view.

Each board may have a different configuration depending on the workflow. (Learn more about configuring boards in this guide.)

Once selected, the board will display all relevant Tasks and cases organized by status. Each Task Card includes key details such as:

Assigned User
Due Date
Priority
A timer shortcut to log time directly on the Task

You can easily drag and drop Task cards between columns to update their status, as long as it aligns with the defined workflow.

Filtering the Board View

To narrow down the Tasks displayed, use one of the following filtering options:

1. Quick Filters

These are built-in filters available by default. You can filter Tasks by:

Assigned Team
Assignee
Creation Date
Related Matter or Contract Name
Task Type
...and more.

2. Post Filters

Configured by users, these filters allow one-click access to frequently used criteria — such as specific requester, assigned users, or priorities. Just click on a saved filter name to instantly apply it to the board.

These filters can be customized directly from the Board Settings. Refer to the Configure Board Guide, to learn more.

3. Saved Grid Filters

If you’ve previously saved filters from the Tasks grid view, you can access and apply those here as well.

Select a saved filter from the dropdown list at the top of the page. These offer more advanced options beyond what quick or post filters cover.

Archiving or Hiding Tasks

To archive or hide Tasks from the board:

Click on the action wheel (top right corner).
Select Archive/Hide Tasks.

Choose the Status, desired Action Type (Archive or Hide), and optionally set the Due Date.
Click Save to complete the action.

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

Thank you!

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