How to Use the Contract Board

Objective:

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

Steps:

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

Accessing the Board:

From the Lexzur main menu, go to the Contra module.

From the Contra navigation menu, click on Agile, then select Contracts/Documents Board.

Using the Contract Board

The Contract Board provides a Kanban-style view of all your Contracts , 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 Contracts organized by status. Each Contract Card includes key details such as:

Assigned User
Due Date
Priority

Filtering the Board View

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

1. Quick Filters

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

Assigned Team
Assignee
Start and End Date
Party Name
Contract Type
...and more.

2. Post Filters

Configured by users, these filters allow one-click access to frequently used criteria — such as specific type, 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 Contracts 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 Contracts

To archive or hide Contracts from the board:

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

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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