Repository, deadlines & obligations — found from sitemap — DiliTrust Contracts

Cited by

Facts read from this source

• Task obligation module Report an error

  “The Task & Obligation Management module lets teams create, track, and report on contractual obligations directly within DiliTrust CLM. Each obligation is modeled as a task, linked to a contract and — optionally — to a specific clause.”

• Access restriction Report an error

  “⚠️ Restricted access — This feature is currently available exclusively to certain clients under a specific contractual agreement. If you believe you should have access and do not see it, please contact your Customer Success Manager.”

• Task multi document link Report an error

  “Yes. The Related content field supports multiple documents per task. Clauses are then grouped by document name in the Clause dropdown.”

• Task status lifecycle Report an error

  “To do Default status when a task is created. In progress Work has started on the task. Done The task is complete. The Mark as done action is a shortcut to this status.”

• No auto overdue status Report an error

  “Tasks do not switch to an "Overdue" status automatically when their due date passes.”

• Recurring tasks Report an error

  “Recurring tasks with configurable frequency and schedule; generation and management of occurrences in the Task Manager.”

• Recurrence permanent Report an error

  “Recurrence is permanent: once a task is saved as recurring, it cannot be converted back into a one-off task.”

• Occurrence editable fields Report an error

  “The following fields can only be changed on the main task — not on individual occurrences: Name, Clause, Due date, Related content.”

• Task manager view Report an error

  “The Task Manager is the central hub for viewing, creating, and managing all tasks.”

• Task export Report an error

  “In the Task Manager header, click Export. The export file is generated and downloaded automatically.”

• Task filters Report an error

  “In the Task Manager, click the Filters button. A filter panel opens on the right. Each filter row is composed of a criterion, a condition, and a value.”

• Task column management Report an error

  “Click Manage columns in the Task Manager header. A panel opens listing all available columns. Select or deselect columns as needed and click Confirm. The Name column is mandatory and cannot be removed.”

• Task reminders Report an error

  “Task reminders are available: users can be notified about the tasks they are concerned by, so that a deadline is not missed.”

• Visuscreen task panel Report an error

  “Tasks can be viewed, created, and managed directly from a document's VisuScreen (the document viewer), without navigating to the Task Manager.”

• Task from clause Report an error

  “Tasks can be created directly from a clause identified in a document's Summary Sheet, with the clause and the related document pre-populated automatically.”

• Task from clause Report an error

  “Tasks can be created directly from a clause identified in a document's Summary Sheet, with the clause and the related document pre-populated automatically.”

• Task permissions Report an error

  “There is no dedicated task permission. Access to tasks follows your standard user role and the permissions you hold on the related document.”

• Task linked document deletion Report an error

  “Related document deleted — if the linked document is deleted, the task loses its Related content field. Restoring the document does not restore the link.”

• Task attachments Report an error

  “Attached documents tab: attach supporting CLM documents (not direct file uploads) to the task for reference.”

• Past due date allowed Report an error

  “Yes. A past due date is allowed; the task keeps its current status.”

• Task deletion irreversible Report an error

  “from the Actions menu (⋮) on a task row, select Delete task and confirm the pop-up. ⚠️ This action is irreversible.”

• Task type deletion blocked Report an error

  “A task type cannot be deleted if it has associated tasks. You will see the message: "This task type can't be deleted because it has associated tasks."”

• Task custom fields not retroactive Report an error

  “All existing tasks of this type must be manually reviewed by the task owners after saving.”

Scores citing this record

• The Data Protection Officer Repository, deadlines & obligations
• The Data Protection Officer Integrations, signature & exit
• The General Counsel Repository, deadlines & obligations
• The IT Integrator Repository, deadlines & obligations
• The IT Integrator Pricing transparency
• The Procurement Analyst Repository, deadlines & obligations
• The Procurement Analyst AI extraction & review transparency
• The Sales Ops Owner Repository, deadlines & obligations
• The Skeptic Repository, deadlines & obligations
• The Skeptic Integrations, signature & exit