Tasks
Tasks help your organisation manage their contract deadlines and milestones. The fewer unclaimed or overdue Tasks, the better
By Inga1 author9 articles
- 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