To-Dos
Creating a to-do
Last Updated: October 7, 2024To-do name*: The name of the to-do. For example, “Review if contract is still relevant”. Assigned to*: The person who will be responsible to take action about this to-do. Click Add new to create a new person. Location: The Location or business unit that this to-do belongs to. Click Add new to create a new location. Status*: The current status of the to-do....
What are Contractpedia To-dos
Last Updated: October 4, 2024To-dos is a feature of Contractpedia that helps you to stay in control of the important dates on your contracts. Here is an overview of how To-dos work: Automatic to-dos: Contractpedia will automatically create to-dos based on the information you enter when creating your contracts. When you create a contract and select the contract period and...
To-do List and overview
Last Updated: October 7, 2024On the To-do list, you can see all your To-dos and change their status, by choosing from Not started, In progress and Finished. You also have different filters to help you work with data. Click More filters to see an expanded set of filters. You can find all to-dos that you need to complete until the end of the month. Or you...
To-do Categories
Last Updated: October 7, 2024When creating to-dos, you can categorize them. This helps getting a better overview when you go to the To-do Summary page. The to-dos that are generated by Contractpedia are automatically placed in Category “Expiring contracts”. There are 4 default To-do categories in Contractpedia: Expiring contracts Missing contracts Renegotiate contracts Review contracts In addition to that,...
Creating a to-do when creating or editing a contract
Last Updated: October 4, 2024When you are creating a contract in Contractpedia or editing one, you can quickly create a to-do. This is useful for example when you are creating a contract based on some invoices that you have from your supplier. Then you can quickly create a to-do that you are missing the contract and for example need...
Exporting to-dos
Last Updated: October 7, 2024You can generate an export file of your Contractpedia To-dos. You will get an Excel (.xlsx) file. Go to: To-dos > To-do list > Click Export The download of the Excel export file will begin. You can also filter the data before exporting. Just make sure to click the Apply filter button before exporting. Click on the To-do Summary button to...