May 30, 2022
Contractbook Automations: Make task management your new auto-mate
Remember the old adage, “If you want something done the do it yourself?” Well in the world of contracts, automated contracts to be exact, that’s no longer the case with Contractbook’s task management automation. The aim for us is to save you time, increase your portfolio because you have more time to dedicate to more clients, and, importantly, help you create a 21st-century forward-thinking, fast-moving, and optimized organization.
How many times in your lifetime, either at home or at work, have you given a task to someone only for them to forget that they even had the task, that they even received the task, and/or, the holy trinity of unreliability, forgetting what the task even was in the first place. Maybe the roles are reversed, how many times have you been snowed under and forgotten that you had to perform a task?
Imagine in the world of contracts, forgetting that you had to sign, seal, and deliver a contract within a certain time frame or the deal falls through. Maybe that is just one person. Imagine then actually asking five, ten, or, 100 people to carry out an individual task each, spanning different time zones, different schedules, travel times, the list is pretty endless. Be the first to make a move on that renegotiation.
How to not forget that contract needs renewing in the next two days:
You can add a task to a contract regardless of its current status. You will find the task icon either in the document itself ...
or under the document tab.
The next step is super easy - Press add task. And you will be greeted with a new set of fields to fill in.
The next series of instructions are made on the same screen. They are customizable and work to simplify your process not only for you but also your colleagues, and/or your clients depending on the type of contract and tasks you would like to perform.
- Choose a title. Something simple for John, you know how he is.
- Add a description. This is optional, but you know your team members better than us so, be specific if you need to.
- Choose the type of task (important), and its due date (optional).
- Set a reminder, or multiple, there aren’t many better ways to ensure that someone does something on time than getting them to do it early. Optional, but recommended for John.
- Add the assignee and followers. The latter is optional, but you know, keep everyone informed if you need to.
- Lastly, and probably just as easy as step one, I know you don’t need me to tell you, but when you want to create a task. Press create task.
With Contractbook’s tasks automation, you can take the uncertainty away, add reminders, give specific tasks to people, create synergy within your team, and have peace of mind that you now don't have to fire John for being inept. To add to this we have a task management dashboard where you can see a complete overview of what is happening making sure that everything is streamlined and efficient. The harmony within your legal team will be overflowing because everyone is in sync.
What happens now. I created my new contract with contract.new, and now I have assigned tasks? Here's some more info.
Chosen a due date?
You will get a notification on the platform, and via email, and so will your assignees. No followers will receive a notification. All of these automations are set up to help you and your colleagues, teams, and clients. Choosing a due date obviously sets a deadline for everyone involved, but also aligns all of the requirements and creates synergy between the parties involved.
Hopefully, you set a reminder, maybe a week ahead of time, a notification will be sent via the platform and email and only to assignees. Think about it. Every single piece of tech you use allows you to set reminders, because lets face it we cannot be trusted to keep to them by ourselves, if we could you would have no alerts on your alarm clock, no alarm on your phone, your microwave wouldn't *PING*, your Google Meet would not remind you of that meeting, and of course... They would not have even been invented. In addition, we are busier than ever, you may have remembered the appointment or deadline but what about distraction that now makes you late? Set reminders.
Tasks for drafts:
You’re a pro, you used Contract.new and set up your draft contract. Add tasks to those too! Drafts are a great way to move forward, practice and get people used to the new processes in place. You can set all of your tasks within drafts and maybe use them as a training tool. Assignees set will receive a notification, but recipients will not.
Now you’re good to go. Need any help with any of this or our automations tools then schedule a call. We will only be too happy to help.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the ssadettings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.