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Drive Task Management Efficiency with Calendar Integration

Angie Stockley, VP of Marketing and Communications, ASC Posted: April 10, 2015
Written by Angie Stockley

Drive speed, improve efficiency and control, and guard against missed deadlines by integrating your tasks directly in your calendar

If you are like most contract management, legal and other business professionals, you are constantly juggling multiple tasks of varying significance and priority. Effectively balancing your work and being able to prioritize the tasks that need immediate attention is absolutely critical. Because of this, many professionals rely on proper task management tools to help them be more efficient when it comes to prioritizing and managing tasks.

Task management solutions are very important within the context of contract management and business process management lifecycles because they help individuals become more productive, reduce the time allotted for setting priorities, encourage proper task assignment and delegation, and enable easy task priority differentiation (e.g., urgent and important, not urgent but important, urgent but not important, and not urgent and not important).

Task Calendar Benefits

Integrating your Tasks into your personalized ASC Calendar helps drive further task management benefits such as:

  • Provides a convenient at-a-glance to-do list of task and activity oriented contracting duties
  • Ensures that important contractual commitments are handled on time by helping you focus on your specific daily tasks and longer-term work requirements
  • Simplifies the contracting process by providing a quick and easy role-based summary of activities
  • Associated details table enables sorting (e.g., by due date) and allows easy drilldown for further details
  • Priority tagging option allows you to rank and tackle tasks based on priority
  • Potential to integrate with your Outlook calendar for easier management of all your projects and tasks

Task Creation

The ASC system’s Tasks management function enables contract managers or other system users to document contract management related tasks and activities to be performed; indicate due date, priority and other important details; and then assign the tasks. Users may assign tasks to themselves or others, as well as add task-related notes and attachments, etc.

Tasks can also be tracked, commented on and even set up as recurring email reminders which automatically send daily, weekly, monthly, etc., or on a specific milestone (e.g., renewal status, etc.).

These flexible options help ensure that related tasks are assigned, scheduled and completed in a timely manner and that there is a thorough record of all contract negotiations for compliance and audit purposes (e.g., reasoning for changes, summary of any offline negotiation steps, etc.). Once assigned tasks, a system user can access a single customizable view of their assigned and prioritized actions via a number of methods -- basic list report, dashboard view or calendar view.

New Task Creation

Calendar Task Report Creation

With just a few simple steps, you can personalize your ASC Calendar to conveniently include your tasks.

This entails creating a personalized Tasks report via the ASC Contracts intuitive reporting tool and selecting Calendar as your output option.

The simple steps are:

A. Create an Advanced Search related to the relevant Task parameters you want included in your report/calendar (e.g., all tasks, task assignments, required tasks, due dates, etc.)
B. Click “Report” and enter the Report Parameters (i.e., report name and description, frequency, recipients, fields, etc.)
C. Select “Calendar” as your Output Format and enter your preferred Format parameters for the Calendar display (e.g., background color, text color, text information to display, etc.)

Selecting Calendar as Output Format for Tasks

D. Click “Save”. The report can then be previewed online in your reports listing “My Reports”, viewed in your Calendar or sent via email.

Tasks Display in Calendar

Note: Potential Task report fields include everything from form number to due date, priority, subject, status, assigned to, description, custom fields, etc.

Admins can create Task reports/Calendar views that are shared with all users within a specific group (e.g., Legal).

Why ASC?

ASC's flexible ability to integrate a view of your Tasks right in your Calendar is an integral part of all our web-based, zero footprint solutions.  Whatever your business process automation needs, you can trust ASC to deliver tailored online technical solutions that streamline your business operations for improved performance, advanced business intelligence and a better bottom line. Find out more about ASC solutions.

Integrate your tasks directly in your calendar to drive task management speed and control and avoid missed deadlines.

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