COBBLESTONE SOFTWARE

Contract Insight — User Guide

Task Creation and Management

03. Admin User Manual › Workflow Management › Task Creation and Management

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

A workflow's Tasks tab lists every task it's configured to create, in the order they appear on the record, each with its own Actions (Edit, a chain-link icon for next-workflow linkage, and delete), a numeric #, task name with an AUTOMATIC tag, Assigned To, Due, Reminder, and When Answered columns; Add task appends another task to the same workflow.

2. Key Elements

• Tasks tab columns: Actions, #, Task, Assigned To, Due, Reminder, When Answered
• AUTOMATIC tags a task as one the workflow creates on its own, versus a manually added one-off task
• Due is expressed relative to a field, e.g. "3 days after Date Updated"; Reminder similarly ("3 days before")
• Add task, at the bottom of the list, creates another task under the same workflow

3. Quick Reference Summary

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