To-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 termination notice, Contractpedia determines the date by which a termination notice should be sent (to cancel the contract and avoid auto-renewing). A to-do will be automatically created 3 months before this date to give you some time to take action. Here is an example:
You have a contract with a supplier with a start date on 1st January, the period is 12 months and the termination notice is 1 month. If the contract in not terminated in due time, it will be automatically renewed for a new period (another 12 months). This means that the termination notice should be sent by November 30. Contractpedia will always create a to-do 3 months before this date (November 30) - on August 30. The due date of the to-do will be November 30. This will give you 3 months to take action, such as renegotiate the contract or send a termination notice.
- To-dos while creating/editing a contract
When you are creating a new contract or editing an existing one, you can quickly create a new to-do, linked to this contract. To do this, when you are on the Create/Edit contract page, turn on the To-do switch and fill-out the details. Learn more from this article: Creating a to-do when creating/editing a contract
- Custom to-dos
You can also create your own custom to-dos. Read more about this here: Creating a new to-do