Tasks
This collection contains articles about Using Tasks in Contract Logix
By Sara1 author7 articles
- Tour the Tasks List
- Tasks- How to Switch between grid and list viewThe Tasks page has two renderings. The grid is dense and good for scanning. The list is card-based and easier to read on smaller screens or when each task has…
- How to Open a TaskEvery task in CLX opens in the same drawer — whether you got there from the Tasks page, the home page’s Your Tasks panel, or from a workflow step. The…
- How to Create a TaskTasks in CLX are always tied to a parent record — a contract, an organization, a person. You start by picking the type of task and the parent, then fill…
- How to Complete a TaskWhen you’re done with a task, mark it complete. CLX records who completed it, when, and (optionally) why. If the task is part of a workflow, completing it may unlock…
- Archive and Restore tasksHow to Archive and Restore Tasks
- Task Area OverviewThe Tasks area is CLX’s central to-do queue. Every task — workflow approval, contract follow-up, document review reminder, manually-created action item — appears here.