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Conga Support

Contract Tasks

This page applies to: Conga Contracts

A task can be added to a Contract Profile and be assigned to a Conga Contracts program user for completion. Similarly, a Task List can be added to a profile to identify the steps that must be followed to accomplish a contract-related process or procedure. For example, a Task List can be created to standardize the process for negotiating a contract.

  Workflows are enhanced Task Lists, which allow you to send messages from a step in the workflow. In addition, a workflow step can require one or more approvals before activating the next step. Therefore, it is recommended that you consider both Workflows and Task Lists and determine which option better suits your needs.

You can perform the following task-related activities:

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