View and Manage Tasks
You can view and manage tasks that are directly linked to a specific contract. This capability helps ensure accountability and enables users to track all task-related activities in one place.
- The administrator must enable the necessary feature flags to access Tasks.
- You have access to the contract record.
Open the required contract record. On the Contract Details page, click the More icon () and select Manage Tasks to display the Tasks listing page (All Tasks option). This page displays all tasks linked to the current contract, allowing you to quickly review and manage contract-specific tasks. On this page, you can:
- Create a new task related to the current contract.
- Click a task title to review details, progress, and related information.
The listing displays the details such as Title, Task Type, Assignee, Priority, Status, Due Date, and Task Group, for each task.
From the contract-specific Tasks listing page, you can:
- Open tasks to review details, comments, and attachments.
- Track task progress and status updates.
- Take quick actions based on task status and permissions.
- Open Tasks: Displays open tasks linked to the current contract.
- In Draft: Displays tasks with In Draft status linked to the current contract.
- Completed: Displays tasks with Completed status linked to the current contract.
- Overdue: Displays the tasks that are past due date linked to the current contract.
You can find, organize, and customize task record lists using views, search, filters, and column controls. For more information, see Filter, Search, and Manage Views in Conga Advantage for Administrator's guide.