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- Insert a task related to the litigation case in the database
Steps
In App4Legal LEXZUR you can add a new task via the Actions button in the Stages & Activities tab or via the Plus button in the Tasks section within each stage.
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- Task Title: The title for this task.
- Task Type: A list that can be customized on the fly.
- Assigned to: App4Legal 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.
- Priority: A defined list. Priority serves the color coding on Task Boards
- Due Date: When this task needs to be done.
- Notify me before: Add a reminder related to the task based on the due date and then press save.
- 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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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legal.com.
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