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Conga Support

Task Lists Overview

A task list is an ordered set of tasks, which identifies the steps in a process or procedure that is routinely performed for a company, contract, or project added to Novatus Contracts. A user with any Administrator permission can create and manage task lists.

Administrators create tasks lists to ensure all the required steps in a process or procedure are performed, and in the correct order. In addition to creating the sequenced list of tasks, Administrators also assign each task to a Novatus user who is responsible for completing the task. Once an Administrator sets up a task list, this list is available as a template when users add a task list to a Company, Contract, or Project Profile.

Since a Task List is a simplified version of the Novatus workflow, both features should be reviewed to determine which option better suits your organization's needs.

Administrators can perform the following tasks associated with event alerts:

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