Tasks and Action Items

Where tasks come from

Tasks can be created automatically from AI-reviewed action items or added manually through the app. They are tied back to a document so your operational work stays connected to the contract record.

How to use the Tasks page

1. Use the search on the Tasks page to find a task by title, document name, or description.
2. Filter the Tasks page by status, priority, and document.
3. Sort the Tasks page by priority, due date, document, status, or created date.
4. Bulk-complete open tasks when a project or renewal cycle is finished.