COBBLESTONE SOFTWARE

Contract Insight — User Guide

Open Statuses

03. Admin User Manual › Workflow Management › Open Statuses

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Administration → Task Statuses lists every status a task can be set to, per area (Contracts, Requests, Vendor/Customer, Purchase Orders, E-Sourcing, Employees); the built-in Open status is flagged System (can't be renamed or deleted) with Closes Task set to No, meaning a task left in Open status stays outstanding rather than resolving itself.

2. Key Elements

• Administration → Task Statuses → Area lists every configured status with its Enabled, Allow Email, System, and Closes Task flags
• Open is a built-in System status with Closes Task: No — the default state for an unresolved task
• Task Complete and Rejected are the built-in System statuses with Closes Task: Yes
• Custom statuses (e.g. "CK Contract Status," "CLOSE," "Send Back") can be added and configured with their own Closes Task behavior

3. Quick Reference Summary

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