🎯 Objective
Learn how to view and organize your activities in netLex. This article explains how to track task statuses, identify assignees, and use sorting features to optimize your document management.
This article contains the sections:
💡 What is this feature?
The Activities screen centralizes all tasks generated during a document's workflow. Here, you can manage approvals, questionnaire completions, and other essential steps for completing a process.
Recently, the system was unified to offer a consistent experience across all activities, allowing for more agile management through new sorting options by assignee and start date.
📋 Detailed activity information
When accessing your activity list, you will find the following details for each task:
- Type: Indicates the nature of the activity, such as approval or request.
- Document: The default document name (draft) or template to which the activity refers.
- Assignee: Indicates the user or team in charge. If assigned to a team, a member must claim the responsibility.
- Requester: Who started the process or requested the activity.
- Deadline: The time limit configured for the user to complete the task.
- Status/Stage: Indicates which phase the workflow is in and the current progress of fulfillment.
- Object and Information: Extra data and properties that facilitate quick identification of the document's content.
🛠️ How to sort and search activities
To manage large volumes of work, you can organize your view in a personalized way:
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Sort by Assignee: Click on the column header to organize names from A to Z or vice versa.
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Sort by Date: Organize your tasks by start date or deadline to prioritize what is most urgent.
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Filters: Use the search bar and side filters to locate activities by requester, type, or properties.
🔍 Guided tour
Check out the video below to see how to navigate the new unified interface and use the sorting features:
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