Tasks
Tasks help your organisation manage their contract deadlines and milestones. The fewer unclaimed or overdue Tasks, the better
How Tasks are createdAn article that describes how Tasks are generated in Contract Eagle
Manual TasksNeed to delegate an action or upload request? Create and assign tasks to your colleagues anytime - perfect for quick follow-ups or file requests.
Viewing your TasksHow you can see all your Tasks, and find out if a Task has been assigned to you
Work with your Tasks - Claim, Reassign and CloseWhen Tasks are assigned to you, you should claim them or reassign them. Once the work's done, they can be closed. Here's how
Manage your Team's Tasks with the Team DashboardUse the dashboard to keep an eye on the Tasks that others in your team are working on
Escalation Emails - where Tasks have not been claimedThis article is for Managers who may be receiving escalation emails from Contract Eagle; they're easy to spot with their bold, red text
Task SearchFind any Task that you have permissions to view, regardless of who it has been assigned to or its status
Bulk Reassignment of a user's Tasks and ContractsIf a user leaves or will be away from the office for long time, a System Admin can do a bulk reassignment of their Tasks and/or Contracts.
Create an Approval Workflow around responses to File Request TasksHow to set up an approval process where, after someone completes a File Request Task, the files provided can be review and signed off