Subtasks, transaction management and to-do lists

Weagree’s automated tasks functionality will be expanded with the option to create contract subtasks, a transaction-management Kanban and to-do-lists. Subtasks can already be automated for any contract, but we are enabling context-specific subtasks, for example in connection with an individual contract clause or answering a question in the Q&A.

As large transactions (consisting of multiple related contracts) have their own dynamics and their proper group of stakeholders involved, we are also expanding contract tasks to Weagree’s project functionality. For example, tasks can relate to the project (or transaction) as a whole or merely to a specific contract within the project. All such project tasks will appear on their own Kanban.

Furthermore, completing a (sub)task may be made dependent on another user’s approval (that the task is indeed completed). This is useful in large transactions where contract tasks are delegated and where coordination becomes a challenge of its own.

To assist in monitoring outstanding tasks, subtasks and collaborating in performing contract-related tasks, it will be possible to export an overview of pending tasks. In other words, users will be able to create a to-do list or a transaction overview of outstanding issues.

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Terms of Use

I hereby accept (or reconfirm my acceptance of) Weagree’ Terms of use, in which: