Audience: All Users
Overview
Dates in Contract Eagle are more than simple calendar fields. They can be used to drive automated reminders, recurring notifications, and workflow tasks that help teams manage key contract obligations and deadlines.
Understanding the relationship between Dates, Reminders, and Tasks is important when configuring milestone tracking and automation within the system.
Dates
A date can represent an important contract milestone, such as:
Contract Start Date
Expiry Date
Review Date
Notice Period Date
Insurance Renewal Date
Dates can either be:
Simple - used when you want to record the date but do not need reminders.
Advanced - used when you want to schedule reminders or tasks, such as for renewal tracking, review cycles, compliance obligations, and escalation processes. Advanced dates can also be set to recur, meaning that you can supporting any regular recurring obligations required by your contract.
Reminders
Email reminders are sent automatically by Contract Eagle according to the date you specified and the number of days in advance you wanted to be notified.
They help ensure that users are informed before or after an important milestone occurs. Reminders can be configured to:
Send emails to selected contract role holders
Escalate notifications if no action is taken
Repeat on a recurring schedule
Examples:
Notify the Contract Owner 30 days before expiry
Send a recurring annual compliance reminder
Escalate to the Business Manager if the Contract Owner hasn't taken action within the defined period of time.
Tasks
A task is created automatically by Contract Eagle when an email reminder is sent out.
The job of the task is to allow the recipient to confirm that they have completed the required action. The task management capabilities within Contract Eagle allow for incomplete tasks or overdue tasks to be tracked.
Tasks are optional
It is possible to receive email reminders without a task attached. This can be achieved by disabling tasks within the Date Type configuration.
Task types may include:
Standard Tasks
File Request Tasks
Custom Tasks
Examples:
Request updated insurance certificates
Complete annual contract review
Upload signed renewal documentation
How they work together
An advanced date configuration can:
Store a milestone date
Trigger reminders
Create tasks
This allows organizations to coordinate contract management activity around contract milestones rather than simply recording dates.
For example:
A contract expiry date may send a reminder 90 days prior
The same date may also create a renewal review task for the Contract Owner
The diagram below provides a high-level overview of how dates, reminders, and tasks interact within Contract Eagle.
