We have created a tasks Kanban in transaction management, showing only the project-contracts-related tasks and transaction-related tasks on a project-dedicated Kanban. In large transactions involving hundreds or even thousands of tasks, it is now possible to manage and monitor all tasks from within the project Kanban.
M&A-transactions, financing transactions and construction projects often entail the creation of hundreds or thousands of documents. Weagree has now also made it possible to manage and monitor all tasks (automatically or manually) created in such transaction. As is also the case with Weagree’s general contract tasks Kanban, when a project-contracts-related or transaction-related task is finished, it will automatically be marked ‘completed’ on the Kanban. We will also introduce the option to require a workflow approval before a task is indeed marked ‘completed’ (preventing a task assignee from only partly completing a task and such task disappearing from the contracts Kanban without the user responsible for the task (assignor) being aware of this).
The transaction-related tasks will still be visible on the end-user’s general contract tasks Kanban as well. But obviously, the filtered Kanban within Weagree’s transaction overview makes it easier to manage a transaction. It is easier to share your screen with other participants in the transaction, and with the table view of the tasks, it is easy to create an ‘outstanding-issues list’ (or ‘to-do list’) for the negotiations or closing of the transaction. Moreover, the overview of tasks on either the Kanban or the table view can be exported to an Excel sheet if needed.
