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Tasks Overview

A task can be added to a Contract, Company, or Project Profile and be assigned to a Novatus 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 process or procedure for a contract, company, or project. For example, a Task List can be created to standardize the process for negotiating a contract, or renewing company certifications, or achieving a project goal like systematically assigning RFPs to individuals based on areas of expertise.

  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:

  Although the linked activities below were written for a contract task, the steps in each activity also apply to a company task or a project task.

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