How can I add details to my document tasks?

What are the attributes of a task I can define?

After you have created a new task, a pop-up window will open and allow you to customize all the details related to the task. 

If the type of task you chose is Request approval, you will have one additional field available. You can choose to block the document from any signatures until the requested approval is completed:

If you need to have the contract reviewed by any second party before the contract is sent for signature, this option would easily help you:

Title and description

Name the task and add a brief description to it. These fields will be retrievable for anyone assigned to the task and will get automatically sent to the email notification of the new task they will receive upon creation.

Type of task

Contractbook tasks offer you a complete variety of obligation types:

• Request approval
• Renewal
• Ask for review
• Update
• Obligation
• Milestone
• Expiration
• Inform
• Custom

Assignees and followers

You can add assignees who are active contributors, responsible to complete a task, and who can change its status.

Assignees to a task will also be notified about its status, due date, and any additional alerts. Additionally, assignees can use the Tasks management dashboard to see all tasks activities under Assigned to me tab:

Followers, on the other side, will not be notified about these changes made to a task. If you are a follower of a task, you can use the Tasks management dashboard and track all activities of the tasks you are a follower of under the Following tab:

Note: You can customize the settings under your account and choose which types of notifications you want to receive. Here is our article about advanced notification settings and their usage. 

Followers of a task are passive observers of the task and its lifecycle. They can stay informed about its status but are not given any right to change it.

You have complete freedom to add assignees and followers to your tasks. This can include team members or external individuals who are not yet Contractbook users. Nevertheless, anyone can contribute to a task for free by becoming a user of our Recipient plan.

Due date

If a due date has been added to a task and it is still in the future, a notification will be sent to the assignees on the due date, both on the Contractbook platform and through email. To allow this, you can choose to activate Send a reminder on the due date:

Due-date notifications will not be sent to the followers of the task. 

Alerts

Alerts or also called reminders can be justified for all tasks and will be sent through email and visible in-app in the assignees' Contractbook notifications:

Tasks alerts will not be sent to followers if they are not at the same time assigned to the same task.

Read more about the automatic creation of tasks in our Automation builder here.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.