Assigning a task under a subject
Assigning a task under a subject
Step 1 - Go to the contract
Go to the contract and select the subject.
Step 2 - Select the Subject
Select the Subject. In this subject you will create a new task.
Step 3 - Understand the content of the subject
The subject desciption will be (partly) visible. Read this description before creating a task. The task should be related to the subject. Scoll to Tasks and add the task.
Step 4 - Add the task information
You now can start adding the task information.
Step 5 - Final - Check the information
Now you can check the final task information
And you're done!
Search in Contract Management
- Access (5)
- Bookmarks (1)
- Configuration (10)
- Contract Activities (1)
- Contract Data (4)
- Contract Information (6)
- Contract Management (4)
- Contract Types (2)
- Dashboard (1)
- Devices (1)
- Documents (1)
- Entities (4)
- Excel (1)
- Export (1)
- Financial data (1)
- Notification (2)
- Notification date (2)
- Repeatable task (2)
- Subject (4)
- Subject Template (3)
- Task (6)
- Task owner (2)
- Task status (3)
- Task Template (2)
- Terminate (1)
- Users (3)
- View (1)
Contract Management Case Studies
New to Mochadocs?
More usefull operational CLM articles
Configuration: Configure User Creator Feature Permissions
Configuring create permissions refers to the process of setting up access controls and defining who has the authority to create and generate specific resources within Mochadocs.
Configuration: Configure User View Permissions
Configuring user view permissions is an important aspect of managing access to the Mochadocs resources such as task, files and contracts.
Configuration: Adding an entity to a contract type
Businesses need to have effective contract management so that they can comply with the contract, it's law, avoid conflicts, stay out of trouble, and maintain sound relationships among stakeholders.
Configuration: Adding a task template to a Subject template
Using subject and task templates and integrating task templates into subject templates as strategies of organizing your contract management is strong approach that will ensure organization and efficiency of the contracts type within your company.
Configuration: Adding a subject template to a contract type
The adoption of a subject template into a contract is a good strategy in the efforts to standardize and simplify the contract management processes in structuring a less-structured framework for your contract types based on the subject and task templates.
Configuration: How to invite new users?
The proper addition of users to Mochadocs Contract management is very important for the effective and secure management of contracts. Maintaining confidentiality and integrity with regards to compliance within the contract management process requires proper user access controls.
Configuration: How to add new financial data types
The strategic approach towards adding financial data to contracts within Mochadocs can be immensely beneficial to businesses; however, it should be applied in a manner that clearly identifies the purpose.
Configuration: How to add a new task status?
Maintaining accurate task status updates is essential to successful contract management and organizational achievement. There are many advantages to this practice that support both contract goals and general wellness.
Configuration: How to change the name of an Entity in your CLM workspace
The process involved in changing the name of an entity in the CLM workspace is aimed at ensuring that such change will not affect the correctness and legality of the agreement as well as its continued consistency in managing contracts.
Configuration: How to add an Entity to your CLM workspace
Adding an entity to contract might be a crucial step in ensuring effective contract management within an organization.