Working with Contract Tasks & Obligations
Contract Tasks & Obligations allow you to assign, track, and manage specific activities and responsibilities within a contract. They provide a clear overview of what needs to be done, by whom, and by when — ensuring accountability and timely contract execution.
Purpose of Tasks & Obligations
- Assign actionable items and responsibilities to users involved in a contract.
- Track obligatory and optional tasks, including deadlines and completion status.
- Provide users with a personal overview of their open tasks and obligations, directly on their Role Center.
Managing Contract Tasks
Tasks are defined in the Contract Task table and linked to a contract. To manage tasks and obligations:
- Open the Contract Card.
- Use the Contract Tasks part at the bottom of the page to view, add, or edit tasks for the contract.
- Assign each task to a user responsible for its completion.
- Set the Due Date and mark whether the task is Obligatory.
- Users can update the Status of their assigned tasks directly from their Role Center.
Role Center Task Overview
Each user has access to a dedicated list of assigned tasks on their Role Center. This list provides a quick overview of open items that require attention.
- The list is filtered automatically by the current user.
- Tasks with Status = Completed are hidden from the list.
- Both regular users and administrators can access their respective task views.
- Tasks are sorted by Due Date, with soonest deadlines shown first.
- The Due Date is highlighted in red if the task is due or overdue.
- Users can update the Status of their tasks directly from the Role Center without opening the contract.
Key Fields
| Field | Description |
|---|---|
| Contract No. | The contract to which this task belongs. |
| Task Title | The title or description of the task or obligation. |
| Assigned To | The user responsible for completing the task. |
| Due Date | The date by which the task should be completed. |
| Obligatory | Indicates whether the task is mandatory for contract fulfillment. |
| Status | The current status of the task (e.g., Not Started, In Progress, Deferred, Completed). |
| Notes | Additional notes or comments about the task. |
Task Status
- Not Started: Task is assigned but not yet begun.
- In Progress: Task is currently being worked on.
- Deferred: Task has been postponed and will be resumed at a later date.
- Completed: Task has been finished.
Obligatory Tasks
Tasks marked as Obligatory are required for contract compliance or completion. Non-obligatory tasks are optional but may still be tracked for process transparency.
User Experience
- Each user sees a personalized list of their open tasks on their Role Center.
- Overdue tasks are visually highlighted to draw attention.
- All other fields are read-only to prevent accidental changes.
Behavior
- Contract Tasks are visible both within the Contract Card (in the Tasks & Obligations part) and in the Role Center task list.
- Filtering and visibility rules ensure that each user only sees their own active tasks in the Role Center.
- Administrators can view task lists across all users for monitoring and workload management.