Creating Tasks

Tasks are any piece of work associated with a given obligation. This could be work based off of an explicit deadline for a given obligation or could be work created to track obligations without explicit deadlines.

Creating Tasks During Upload

1. To create a new obligation, select a document, and click Create Obligation.

2. Highlight the reference text in the source document, and click the 📎 icon to select the text
   • Follow the step above to create as many document references as you would like
   • 💡Tip: If you are having trouble highlighting, hold down the option key on your Mac or the alt key on your PC while highlighting. For the best results, start at one of the farthest corners of a block of text
3. Select the principal reference text by clicking the ⭐️ icon, and then click Next
   • The ⭐️ icon will show up whenever you view the reference text, making it easy for you to differentiate it
   • Principal reference text is the primary highlighted text to describe the underlying obligation

4. If the obligation is new and unique, select Create New, and then enter relevant details about the obligation

5. To create a task associated with the obligation, click Create Task, fill out relevant task details, and then Save.

Note: In the default owner section, you can select multiple owners by checking the box next to the owner's name. 

💡Tip: All frequencies are based on calendar days, not business days.

However, if you select a due date on a calendar day that does not exist in all months, future due dates will default to stay within the most recent month, quarter, half-year, or year end.

For example, if you select Monthly as the frequency and Jan 31, 2023 as the first due date, the platform will create recurring obligations on:

• Feb 28, 2023
• Mar 31, 2023
• Apr 30, 2023
• May 31, 2023
• Jun 30, 2023
• ...and so on

Additionally, when setting the first due date on a recurring task, there is a checkbox to ‘Exclude weekends from due date.’ When selected, future tasks that would normally fall on a Saturday or Sunday will shift to the Friday before.

Creating Tasks From Existing Obligations

1. To create a task from an existing obligation, click on the obligation in question

2. Click Add Task.

   

3. Fill out relevant task details and click Add.

Creating a New Task Across Multiple Obligations

1. From the Obligations page, select the obligations you would like to create a task for

2. Click the Bulk Actions drop-down and select Add Task.

3. Fill out relevant task details and click Add.

Adding an Obligation to a Task

1. From the Obligations page, check the box to the left of the obligation you would like to add to a task

2. Click the Bulk Actions button and select Add Task

3. Select Add to Existing and search for the task you would like to add the obligation to

4. Select the task you would like to add to and click Add.