The "To Do" section provides a dedicated area for users to manage their various contract-related actions. This feature ensures that all contract activities are organized and easily accessible. Users can efficiently track their work, categorized into five key areas:
Tasks
Task Management: Lists all tasks where the user is tagged and mentioned, allowing them to track, work on, and complete these tasks.
Details Provided: Displays task details, status, creator, assignee, deadline, and additional task information.
In-depth View: Users can click on "details" to view comprehensive information about their assigned tasks.
Filtering: Users can filter tasks easily by clicking the filter button.
Obligations
Obligation Management: Helps users manage specific contractual commitments and requirements.
Details Provided: Shows obligation details, creator, assignee, due date, status, and additional information.
In-depth View: Users can click on "details" to view comprehensive information about their assigned obligations.
Download Options: Users can download all their obligations by clicking "download."
Filtering: Various filters are available to help users find obligations more easily.
Approvals
Approval Tracking: Users can track contracts where they are the approver, including both editor approvals and signing approvals.
Pending Approvals: Users can view and take necessary actions on pending approvals.
E-signing
E-sign Management: Lists all pending e-signature tasks, providing an overview of contracts awaiting e-signatures and monitoring signing status.
Send for E-signature: Users can send documents for e-signing directly from this section by clicking the "E-sign" button.
My Queue
Personalized Queue: Displays a personalized queue of pending tasks and activities, ensuring users have a clear overview of their outstanding commitments.
Download Options: Users can download an Excel file of all pending tasks and activities.
Key Features
Centralized Task Management: Keeps all contract-related tasks in one place for easy tracking and management.
Comprehensive Details: Provides detailed information for each task and obligation, including status updates and deadlines.
Efficient Filtering: Advanced filters allow users to quickly find specific tasks and obligations, enhancing productivity.
Approval Monitoring: Ensures users can easily manage and track their contract approval responsibilities.
Streamlined E-signing: Simplifies the process of managing e-signatures, with options to send and monitor signing tasks.
Clear Overview: The "My Queue" section provides a clear overview of all pending tasks and activities, helping users stay organized and meet deadlines effectively.
By categorizing tasks into these sections, the "To Do" page enhances efficiency and clarity, helping users stay on top of their responsibilities and meet contractual deadlines effectively.