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There are 3 types of boards available in App4Legal:

  • Dashboard 

    The Dashboard displays some useful statistics to provide you an idea about the activity and performance of the team. Graphics are for instance Cases Per Filing Date, Cases Per Assignee, Cases per Due Dates, My Recent Tasks (that are assigned to the logged in user), Companies edited recently and more. Navigation to years backwards is also possible.

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  • Case Board

  • What it is?

Case Board is a 360-degree Kanban Board in which Cases are put in columns that reflect the Statuses. This Board can perfectly give an idea about the overall activity of the team, the work progress and the situation of the Cases being handled. Color Coding of Case Priorities is reflected on the Board in order to better assist the user in building schedules and action plans for instance Critical Cases are in red, Medium Priority Cases are in blue and so on.

Columns in the Case Board can hold one or more Case Status. Columns on Boards can be named as desired in an easy configurable interface (discussed below). The Case Board supports up to 6 columns.

 A Kanban board has a great functionality that allows dragging tickets through columns in order to swiftly update the Status. Cases in a Case Board are depicted the form of draggable tickets in which the user can drag and drop a Case to the desired column in order to change the Status directly from the Board. Changing the Status of the Case strictly abides by the Case Workflow defined in the Admin & Setup. Columns that have 2 or more Statuses are divided so as to give a section to every Status.

  • Manage Filters:

The Board has quick filters for Received by Team, Assignee, Filter on the Assigned/Unassigned Cases, Arrival Date, Filed on Date and Due Date. These Filters can be saved under Filter Names using the Save Filter hyperlink.

Filters can then be managed from the action wheel on the top right of the Board.

  • Archive/Unarchive Cases:

You may wish to Archive Cases in order to decrease the size of entries on grids. Archiving is done through the Case Board.

Archiving is done based on the Default Archive Case Status that is defaulted in the Setup & Configuration-> Default Values in the Admin & Setup. Multiple Statuses can be set. Once the Archive Cases is clicked the system will prompt a message to make sure that the user wants to Archive Cases having the specified Status(es).

In order to Unarchive Cases , you need to go to the Cases grid-> Advanced Search-> Archived field choose it to be Yes and click Submit.

It will display all the Archived Cases. Then on the grid, mark the Cases that you wish to unarchive, click on the Actions button -> Unarchive.

This action will retrieve all the marked Archived Cases back to the grid and Case Board.

  • Configure Case Board

Case Board can then be configured from the action wheel on the top right of the Board.

The configuration interface is easy and friendly. Board Name is the text field where the Case Board Name is inserted. The Case Board supports up to 6 columns. You can add columns from the columns text field using the arrows. Every column in the Board is designated with a name.

Under the column name, the Case Statuses is where the Case Statuses related to this column are added. Multiple Statuses can be related to one column. Once the user clicks on the blank, the system will display all the unused Case Statuses. Case Statuses are added from the Case Workflow in the Admin & Setup.

From the header of the page, the user can navigate to the list of Case Boards in the Admin & Setup:

In the Case Board list, the user can add, edit, view and delete a Board.

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  • Task Board

  • What it is?

Task Board is a 360-degree Kanban Board in which Tasks are put in columns that reflect the Statuses. This Board can perfectly give an idea about the overall activity of the team, the work progress and the situation of the Tasks being handled. Color Coding of Task Priorities is reflected on the Board in order to better assist the user in building schedules and action plans for instance Critical Tasks are in red, Medium Priority Tasks are in blue and so on.

Columns in the Task Board can hold one or more Task Status. Columns on Boards can be named as desired in an easy configurable interface (discussed below). The Task Board supports up to 6 columns.

 A Kanban board has a great functionality that allows dragging tickets through columns in order to swiftly update the Status. Tasks in a Task Board are depicted the form of draggable tickets in which the user can drag and drop a Task to the desired column in order to change the Status directly from the Board. Columns that have 2 or more Statuses are divided so as to give a section to every Status.

  • Manage Filters:

The Board has quick filters for Received by Team, Assignee, Case, Due Date and Creation Date. These Filters can be saved under Filter Names using the Save Filter hyperlink.

Filters can then be managed from the action wheel on the top right of the Board.

  • Archive/Unarchive Tasks: 

You may wish to Archive Tasks in order to decrease the size of entries on grids. Archiving is done through the Task Board.

Archiving is done based on the Default Archive Task Status that is defaulted in the Setup & Configuration-> Default Values in the Admin & Setup. Multiple Statuses can be set. Once the Archive Tasks is clicked the system will prompt a message to make sure that the user wants to Archive Tasks having the specified Status(es).

In order to Unarchive Tasks, you need to go to the All Tasks grid-> Advanced Search-> Archived field choose it to be Yes and click Submit.

 

It will display all the Archived Tasks. Then on the grid, mark the Tasks that you wish to unarchive, click on the Actions button -> Unarchive.

This action will retrieve all the marked Archived Tasks back to the grid and Task Board.

  • Configure Task Board

Task Board can then be configured from the action wheel on the top right of the Board.

The configuration interface is easy and friendly. Board Name is the text field where the Task Board Name is inserted. The Task Board supports up to 6 columns. You can add columns from the columns text field using the arrows. Every column in the Board is designated with a name.

Under the column name, the Task Statuses is where the Task Statuses related to this column are added. Multiple Statuses can be related to one column. Once the user clicks on the blank, the system will display all the unused Task Statuses. Task Statuses are added from the Task section in the Admin & Setup.

From the header of the page, the user can navigate to the list of Task Boards in the Admin & Setup:

In the Task Board list, the user can add, edit, view and delete a Board.

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