Conga Product Documentation

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Task Lists

A task list is an ordered set of tasks that identifies the steps in a process or procedure that is routinely performed for a company, contract, or project. A List Admin creates a task list by defining the tasks in the process or procedure, and then assigning each task to a program user for completion. Users who add a task list to a Contract, Company, or Project Profile can use a Task List created by an Administrator as a template, rather than creating a new task list.