COBBLESTONE SOFTWARE

Contract Insight — User Guide

Task Status Manager

03. Admin User Manual › Workflow Management › Task Status Manager

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 is the manager for every status a task can carry, scoped per Area (Contracts, Requests, Vendor/Customer, Purchase Orders, E-Sourcing, Employees) — 31 statuses in the Contracts area of this environment — each configured with Enabled, Allow Email, System, Closes Task, On Grid, Grid Order, In Email, and Email Order flags, plus a separate Auto Complete Tasks task-setting.

2. Key Elements

• Administration → Task Statuses → Area switches which module's status list is shown
• Add status creates a new custom status; Edit opens an existing one's full configuration
• System statuses (Open, Task Complete, Rejected in this environment) can't be renamed or deleted
• Task Settings → Auto Complete Tasks is a separate global toggle saved from the same screen

3. Quick Reference Summary

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