Use Case: Ad hoc Task Management within a Contract
- The administrator has enabled the Adhoc Tasks feature flag in CLM Feature Management setting.
- The administrator has enabled the new UI feature flag.
- You have access to contract records.
- Contract is in an eligible status (for example, Authoring, Signing, Activated, Amendment, Renewal).
- You have permissions to create and manage tasks.
- The intended assignee exists as a user or user group.
Standard Statement
This use case provides an example of how to create and manage an actionable task that is linked to a contract within the CLM application.
Business Context
Contract execution often requires actions that fall outside predefined workflows—such as clause reviews, internal approvals, document verification, follow-ups, or escalations. Traditionally, these actions are tracked using emails or spreadsheets, leading to poor visibility and audit gaps.
The Ad hoc Task Management capability enables Contract Managers to create, assign, track, and complete contract-specific tasks directly within the CLM application. All task activities remain contextual to the contract, auditable, and integrated with notifications—ensuring accountability, compliance, and operational efficiency throughout the contract lifecycle.
Actors- Primary Actor: Contract Manager / Contract Owner
- Secondary Actors:
- Task Assignee (User or User Group)
- CLM System
- Platform (Notifications, Audit, Attachments)
Trigger
- Tasks from the original contract are not copied.
- Tasks are created and managed only within the current contract version.
- Tasks from a parent contract are not copied to amended or renewed versions.
- The Contract Manager clicks the More icon (
) on the Contracts Details page and selects Tasks.
This opens the Tasks listing page.
- The actionable task is executed and completed within the contract.
- Task progress and completion are visible to authorized users.
- Notifications are sent for assignment, reassignment, status changes, and due-date reminders.
- The task lifecycle concludes when the task is completed or cancelled.
All task actions, including creation, updates, reassignment, comments, attachments, and status changes, are captured in an audit trail. Audit logs are available to compliance users through reports or dashboards.
- Use actionable tasks only when follow-up or execution is required.
- Assign realistic due dates to avoid unnecessary reassignment.
- Attach relevant documents to avoid rework.
- Use Comments to capture context.