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Information on how to Add a Task in Contract Logix

How to Add a Task

Information on how to Complete a Task in Contract Logix

How to Complete a Task

Information on the Task Grid Visual Cues in Contract Logix

Task Grid Visual Cues

Information on Tasks and how to use the Task List in Contract Logix

Using the Task List

Sara Doutt

Knowledge Base Articles on Tasks in Contract Logix

Tasks

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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