To help businesses during these challenging times, we are offering 3 months at 75% off.  Find out more

ContractComplete Resources

There are several ways you can get help with ContractComplete.

Can't find what you're looking for? Contact us by email or phone, or start a live chat with a ContractComplete representative.

Followers & Action Items

Action Items

In order for ContractComplete to be as effective as possible, we need to keep stakeholders informed with respect to which tasks need to be completed. Action items are our way of doing that. Action items are essentially an email notification attached to a particular task that needs to be completed. For example, a contractor may receive an action item asking them to submit a bid on a contract, and a consultant may receive an action item asking them to approve an invoice.

When the action item is created, an email is sent out and posted to the "Action Box" of the concerned users. Most action items are automatically archived (disappear) when their associated tasks are completed. But all action items can be archived manually using the gear menu in the action box.

You can manually archive action items using the gear menu.

Following Contracts

Action items are helpful for keeping stakeholders informed, but not every user needs to receive every action item. In order to ensure the correct individuals receive the most relevant action items, each contract has a "Following List". Any user can add or remove themselves, or other users from a contract's following list. If an action item for a contract is sent to a company of which no users are following the contract, all administrators will be automatically added as followers and assigned the action item. The administrators can then add the appropriate followers. This typically happens for bidders when the tendering process first starts.

Don't get left behind.
Get a demo now!

Check your inbox for your video. Please ensure you have added to your safe senders list.

We will contact you within 1-2 business days to set up a demo.

We will contact you within 24hrs.

Please check your email and verify your account.



Copyright © 2022 ContractComplete. All rights reserved.