Tasks tab on the contract record displays all of the tasks related to the contract. You can toggle between In Progress, Completed, and Canceled tasks.
Assignbutton. Lextree will display a page to collect information about the task.
If you want to trigger a document request workflow, just select "Yes" at the Contract Document Request? prompt. Lextree will display additional fields for this type of task.
Assigned Task Workflow prompt allows you to select the Task Workflow. Administrators control the list of available task workflows in the Settings menu. The available options also depend on the workflows assigned to your profile by Admins.
To view a task, select the task by Title (blue link). Lextree will display the task screen.
Editbutton allows you to modify data about the task.
Cancelbutton allows the task requestor to stop a task. Lextree removes the task from each assignees tasks and alerts them of the cancellation.
Documentbutton will upload a document related to the task. Lextree will also allow you to update the version of a task document.
Commentbutton adds a comment to the task.
Completebutton allows task assignees to mark the task as completed. Assigns can also upload a new version of the task document.
Completebutton. Lextree will display the Complete Task page.