Tasks Kanban in transaction management - Weagree

Tasks Kanban in transaction management

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 the case with Weagree’s general contract tasks Kanban, also when a project-contracts-related or transaction-related task is completed, 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 that a task assignee satisfies their task only partly and such task would disappear from the contracts Kanban without responsible task owner (assignor) verifying or knowing this).

The transaction-related tasks will still also be visible on the end-user’s general contract tasks Kanban. 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 a create an ‘outstanding issues-list‘ (or ‘to-do list’) for the negotiations or closing of the transaction.

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