Audience: All Users
Overview
45 min webinar recording
In this webinar, we explore how Tasks work in Contract Eagle and how they help users organise actions, assign responsibilities and track progress throughout the contract lifecycle.
You'll learn when and how to use Tasks alongside Dates and Reminders as complementary pieces of the contract management puzzle, how to create and manage different Task Types, and how to monitor outstanding work using Task Search and Dashboards.
We'll also share practical tips for effective Task Management, including why it's important to close completed Tasks, regularly review outstanding work and avoid unnecessary overdue backlogs.
Through real-world examples and a live demonstration, you'll see how to make Task Management more efficient and keep your team's Dashboards focused on what really needs attention.
The session also introduces advanced Task Management features, including escalation emails, File Request approval workflows, bulk reassignment and Tasks for external counterparty contacts.
Webinar Recording
Webinar Slides
Explore the presentation slides covering Task Management essentials and advanced features available in Contract Eagle.
Use these slides as a quick reference alongside the webinar recording.