The Contract Tasks table holds tasks that are used in Contract records.

Use Case

Contract Tasks are created:

When a Contract Task is created from a Contract, the Contract Details section of the Contract Task record is populated with data from the Contract record. When a Contract Task record is created from the Contract Task table, a Contract needs to be selected manually. 

The default Status for new Contract Tasks is Planned. On creation, the Assigned Person is notified of the planned task, unless the assignee is the task's creator. If no Assigned Person is chosen, the Assigned Team is notified of the planned task, and is asked to assign someone.

When the Advance Notification Date arrives, the Status changes to Pending. Any open Contract Tasks (those in a Status of Pending or Planned) for a canceled contract will be updated to a Status of Canceled.


In the Standard System Demo, the Contract Tasks table contains three active rules. These rules are accessed by expanding the Contract Tasks table in the left pane, selecting Setup Contract Tasks, and then selecting the Rules tab:


Contract Tasks records are owned by the user the task is assigned to. Specifically, a record is owned by the user whose ID matches the Assigned Person ID field.