Task management dashboard

Get the complete overview of all your tasks and obligations in a well-designed dashboard.

What is Contractbook tasks management dashboard?

You can access your Contractbook task management dashboard by clicking on Tasks from the top menu. This page will provide you with a complete comprehensive summary of all your current and upcoming tasks. 

How to use Contractbook task management dashboard?

What types of tasks can I view?

There are three tabs you can choose to view:

• Assigned to me
• Following
• All

From the task management dashboard, you will be able to directly mark tasks as completed by checking off the box to the left side of their title in the overview:

You will always be notified of any delayed tasks by a marked in red due date and if you check the box on the upper right-hand side you will show all already completed tasks along with the active ones:

How to filter and sort tasks?

You can further sort and filter your tasks by applying Filters and Sort by drop-down lists from the upper right-hand corner.

You can filter by type of task and are allowed to select multiple types at once from the drop-down list:

Additionally, you can filter by particular user assigned to a task and here the multi-selection option is applicable as well:

And sort by alphabetical order, date of creation, due tasks date, unseen tasks, or date of the last edit:

‍How to track and manipulate all assigned to me tasks?

You can manage all your tasks smoothly directly from the general view under Assigned to me tab. 

By checking off the task from this list you will be able to instantly mark it as complete, without having to open any further windows. Remember that you cannot check off a task as completed if you are not an assignee specifically added to it.

Once a task is marked as completed, you can also activate it again if that becomes necessary: 

In case you need to revisit the document to which a task is appointed, you can also do that directly from the same dashboard view by clicking on the Document property of the task:

Alternatively, you can click anywhere on the task field, except for the name of the Document and this will lead you to the particular Task sidebar view, with all appointed to the task attributes, without opening the document it is assigned to. In this pop-up window you can manipulate all the details and update the task:

How can I track all tasks I follow?

If you are a follower on tasks, you will not receive in-app and email notifications about their completion. 
In order to track the completed tasks you follow, use the task management dashboard, more precisely - the Following tab in the main view. Here you can select to view only completed tasks by checking off the box on the upper right-hand side. For a more specific view, combine those criteria with any filters and sorting options:

If you have already used Contractbook tasks you will then know how much flexibility and efficient workflow they allow you and your team.

Managing tasks is not only possible in the dashboard. With our Task sidebar view you can always stay on top of your obligations during legal documents creation and collaboration.