---
title: "Workflow Tasks Based on Contract Type"
slug: "workflow-tasks-based-on-contract-type-1"
updated: 2026-08-27T19:49:39Z
published: 2026-09-23T12:58:39Z
canonical: "wiki.cobblestonesoftware.com/workflow-tasks-based-on-contract-type-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Tasks Based on Contract Type

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Workflow Tasks Based on Contract Type**

*03. Admin User Manual › Workflow Management › Workflow Tasks Based on Contract Type*

**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

**Contract Type** is a common workflow condition in this environment — the naming convention "01. **All Contract Types** - Prepare for Review" through "04. **All Contract Types** - Send for Signature" signals a review chain meant to apply broadly, while other workflows scope themselves to one specific type by adding a **Contract Type** condition on the **Conditions** tab instead.

# 2. Key Elements

- A workflow named "**All Contract Types**" typically has no **Contract Type** condition, so it matches every type
- **Add condition** on the **Conditions** tab can instead target **Contract Type** to scope a workflow to just one or a few types
- Contract and Committal Fields' **Contract Type** dropdown (Fields tab, per record type) is the same underlying value these **conditions** read
- **Tasks** tab's **Add task** then defines what happens once a matching **contract type** record is found

# 3. Quick Reference Summary

[TODO: content needed]