Tasks

Background

Tasks gives teams a structured way to capture, assign, and track contract review work without leaving the platform. Tasks can be created directly from checklist items — automatically pre-populated with context from the source — and tracked through a 5-state lifecycle from To Do through Done or Closed. A dedicated My Tasks view, inline task counters on checklist items, and task snippets in the file overview mean everyone on the team knows what needs to happen next, who owns it, and where things stand, all without relying on emails or side conversations.

Things to Consider

• Tasks are single-assignee — one person is responsible per task. Multi-assignee support is planned for a future release.

• Task visibility is scoped to the file, folder, project, or organization level — aligned with the user's existing access permissions.

• Only the task creator can delete a task.

• Historical assignment data from the original Document Crunch is not migrated to the new task system. Customers will need to recreate active assignments as new tasks.

• Task creation is currently available for Reviews. Support for document annotations and AI Chat / Project Assist is planned for future releases.

• Automated due date reminders are not available in this release. Due dates are visible in the My Tasks view but do not trigger notifications.

• Each assignment or reassignment event sends its own email and in-app notification. Notification batching is not available in this release.

• There is no limit on the number of tasks per project, file, or user.

Steps

Creating a Task from a Checklist

1. Open a crunch and navigate to a review (checklist).

2. To create a task for the entire checklist, click the task icon at the checklist header level and select Create Task.

3. To create a task for a specific section, click the task option at the section level.

4. To create a task for an individual item, open the checklist item and click Create Task.

5. A task creation form opens, pre-populated with the checklist, section, or item name as the title and item details as the description.

6. Fill in the required fields — Title and Assignee — then set the optional fields as needed:

   • Status — defaults to To Do

   • Priority — Urgent, High, Medium, or Low

   • Type — Review, Revise, Approve, Negotiate, Verify, Escalate, or Other

   • Start Date — defaults to the creation date

   • Due Date — defaults to 3 days after creation

   • Description — supports free text, links, and additional context

7. Click Save. A task counter will appear on the checklist item showing how many tasks are associated with it and how many are complete.

   Tip! The source link in the task detail panel navigates directly back to the originating checklist item or section — useful for reviewers who need to jump between the task and the contract language.

Creating a Task from the My Tasks View

1. Navigate to My Tasks from the main navigation.

2. Click New Task.

3. Fill in the required fields — Title and Assignee — then set any optional fields (Status, Priority, Type, Start Date, Due Date, Description).

4. Click Save. The task appears in your task list immediately.

Navigating the My Tasks View

1. Navigate to My Tasks from the main navigation. The view defaults to Assigned to me.

2. Use the toggle to switch between:

   • Assigned to me — tasks where you are the assignee

   • Created by me — tasks you've assigned to others

   • All team tasks — all tasks across the team

3. Use the Search bar to find tasks by keyword.

4. Use the Status filter to view tasks by state: To Do, In Progress, In Review, Done, or Closed.

5. Use the Project filter to scope the task list to a specific project.

   Tip! The Project filter is especially useful for teams managing multiple active projects simultaneously.

6. Tasks are sorted by Priority first, then by Due Date.

Updating Task Status

1. From the My Tasks view or a task detail panel, locate the Status field.

2. Click the status indicator to open the status dropdown.

3. Select the new status: To Do, In Progress, In Review, Done, or Closed.

   Note: Status updates immediately and inline — no save required.

Viewing Task Detail

1. Click any task in the My Tasks list to open the full task detail panel.

2. Review the Title, Description, Status, Assignee, Priority, Type, Start Date, Due Date, and source link (if the task was created from a checklist).

3. Click the source link to navigate directly to the originating checklist item or section.

4. From the detail panel you can edit, mark as done, or (if you created the task) delete it.

Viewing Tasks from the File Overview

1. Open a file in Document Crunch.

2. In the file overview, task snippets surface task status for that file at a glance — no need to open the full task list.

3. Click View all tasks to navigate to the full task list filtered to that file.

Managing Notifications

In-App Notifications

1. When a task is assigned to you, a notification indicator appears in the in-app notifications panel.

2. Each notification shows the task title, who assigned it, and the project/file context.

3. Click the notification to go directly to the task.

4. You will also receive an in-app notification when a task is reassigned to you.

Email Notifications

1. Email notifications are sent when a task is newly created and assigned to you, or when a task is reassigned to you.

2. The email includes the task title, assigning user, due date (if set), and a direct link to the task.

   Note: There is no notification batching in this release. Each assignment or reassignment event triggers its own notification.

Task Status Reference