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Conga Support

Completing a Task

This page applies to: Conga Contracts (formerly Novatus)

An individual task, as well as a task in a task list, are both completed in the same way. When you complete a task, you can provide notes on how and when the task was completed to capture a history of the tasks associated with a contract, company, or project.

A task can be completed from the Upcoming Tasks portlet in your Dashboard or from the Tasks screen in a Contract, Company, or Project Profile, which is accessed by logging in to the program, or by clicking the Go To Task link in a task email notification and then logging in to the program.

Upcoming Tasks Portlet

1.  Locate the task you want to complete by scrolling through the list or sorting the tasks.

2.  Click the task's icon to display a Task Completion prompt.

3.  In the prompt:

  • Enter information on completing the task in the Notes field.
  • Click Submit.

4.  (Optional) Click Show Completed in the toolbar and locate the task to verify it has been completed.

  A completed task displays in strikethrough text, and includes the reopen icon and any Closure Notes.

TaskComplete.png

Email Notification

1.  Click the Go To Task link in the email notification for the task you want to complete, and then log in to the program.

2.  In the Company, Contract, or Project Profile, ensure the Tasks link is selected in the Links section of the screen.

3.  In the Tasks screen, locate the task by scrolling through the list or sorting the tasks.

4.  Click the task's icon to display a Task Completion prompt.

5.  In the prompt:

  • Enter information on completing the task in the Notes field.
  • Click Submit.

6.  (Optional) Click Show Completed in the toolbar and locate the task to verify it has been completed.

A completed task displays in strikethrough text, and includes the reopen icon and any Closure Notes.

Tasks Screen

1.  Open the Company, Contract, or Project Profile containing the task you want to complete.

2.  In the Links section of the Profile, click the Tasks link.

3. Follow Steps 3-6 in Email Notification above.