A Deep Dive into Tasks, Documents, and the Dashboard

Welcome to our deep dive video where we explore the intricacies of managing tasks, documents, and the dashboard within Contracts Connected. This comprehensive guide will empower you to optimize your workflow and maximize efficiency.

Dashboard Overview:

The dashboard provides a snapshot of your current tasks and project statuses. We'll dissect three key sections:

Assigned to You: Tasks exclusively assigned to you, requiring your attention and action to move them along in the pipeline. Collaborate and provide input on various project aspects without direct responsibility for finalizing contracts or completing tasks.

All Projects: Ideal for top-level company oversight, this section displays an overview of all team members' tasks and projects. Easily track progress and identify areas needing attention across the organization.

Company View: Gain insights into contracts and scopes within your jurisdiction. Monitor overdue tasks, pending contracts, and upcoming scopes to ensure timely completion and project success.

Navigating Tasks:

Explore your tasks interface to manage pending and overdue items efficiently. Use the filtering options to streamline your view by scope name or company name, ensuring focused attention on specific project elements. Utilize reminders and predefined email templates to prompt action and streamline communication with team members.

Managing Documents:

Navigate the documents section to track completed and pending documents. Monitor the status of insurance documents, contracts awaiting approval, signatures required, or acknowledgments pending. Stay informed and proactive in ensuring all necessary documentation is in order for project continuity.

Tracking Activity:

Stay informed about project activity through the activity log. Monitor actions taken by subcontractors and team members, ensuring transparency and accountability throughout the project lifecycle. Identify any potential bottlenecks or issues and take proactive steps to address them promptly.

Conclusion:

By delving into the tasks, documents, and dashboard sections of Contracts Connected, you gain comprehensive insights and tools to streamline your workflow effectively. Maximize efficiency, track project progress, and ensure timely completion of tasks and documents, contributing to project success and client satisfaction.

Explore the video tutorial for a hands-on demonstration of navigating Contracts Connected's features and optimizing your project management processes.