Objectives

• Insert a task related to the litigation case in the database

Steps

In 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. 

There are 6 mandatory fields: Title, Task type, assigned to, requested by, priority, and due date.

• Task Title: The title for this task.
• Task Type: A list that can be customized on the fly.
• Assigned to: 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.

Once you add your task it will appear in the Stages & Activities tab by clicking on the tasks in each stage. 

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

Thank you!