⚠️ RESTRICTED ACCESS — This feature is exclusively available to certain clients under a specific contractual agreement. If you believe you should have access and cannot see this feature, please contact your Customer Success Manager.

The Task & Obligation Management module in DiliTrust CLM enables teams to create, configure, track, and manage tasks and obligations directly linked to their contracts. From simple deadline reminders to complex recurring obligations with custom fields, this module provides a full task governance framework within the CLM platform. Features are being delivered progressively across multiple lots.

⭐ Introduction

Contract obligations — renewals, deliverables, compliance deadlines, reporting milestones — are at the heart of contract execution. The Task & Obligation Management module centralises all of these commitments in one place, directly connected to the relevant contracts. Users can create tasks of varying complexity, configure recurrences and reminders, and access a dedicated task manager or a contextual side panel from the document itself.

Below you will find a chapter for each capability, with its current delivery status and expected release date.

View the full feature prototype on Figma (internal access required)

✅ Task Configuration & Creation (Simple Tasks) — Delivered: April 22, 2026

Platform administrators can configure simple task types that users can then create and assign. Simple tasks cover the standard information fields: title, due date, assignee, priority, and status.

Admin: Configuring a simple task type

1. Go to the Administration panel.
2. Navigate to Task Configuration.
3. Click Create a task type.
4. Define the general information fields (name, description, categories).
5. Save the task type. It is now available for users to create tasks from.

User: Creating a simple task

1. Open the Task Manager from the main navigation.
2. Click Create a task.
3. Select a task type (simple), fill in the required fields.
4. Assign the task to the relevant team member and set a due date.
5. Save. The task appears in the task manager and is tracked.

✅ Complex Task Configuration & Creation — Delivered: May 28, 2026

Complex tasks add a second layer of configurable fields beyond the standard information — the "additional information" section. This allows administrators to create bespoke task types with custom fields tailored to specific business processes (e.g., compliance checklists, multi-step approvals, financial obligations).

Admin: Configuring a complex task type

1. Go to the Administration panel and open Task Configuration.
2. Create or edit a task type and navigate to the Additional Information section.
3. Add custom fields relevant to this task type (text, date, dropdown, etc.).
4. Save the configuration. Users can now create complex tasks based on this type.

User: Creating a complex task

1. Open the Task Manager and click Create a task.
2. Select a complex task type.
3. Fill in both the general information and the additional information sections.
4. Assign, set a due date, and save.

See the task configuration screen in the Figma prototype

⏳ Occurrence & Reminder Configuration — Planned: Mid-June 2026

Recurring obligations are a key part of contract management. This upcoming feature allows administrators and users to configure tasks that repeat on a defined schedule, and to set up automatic reminders so nothing slips through the cracks.

Occurrence configuration (recurrences)

• Define how often a task repeats: daily, weekly, monthly, annually, or custom intervals.
• Set a start date and end date (or number of repetitions) for the recurrence cycle.
• Each occurrence will generate an individual task instance visible in the task manager.

Reminder configuration

• Configure one or multiple reminders before a task's due date (e.g., 7 days before, 1 day before).
• Reminders are sent to the task assignee and any designated watchers.
• Reminder types and lead times will be configurable per task type in the admin panel.

⏳ Task List (Side Panel) — Planned: Late June 2026

A dedicated side panel will display all tasks associated with a given contract document, directly accessible while reviewing the document. This contextual view allows users to track obligations without switching to the full task manager.

What the task side panel will show

• All tasks linked to the currently open contract.
• Task status (open, in progress, completed, overdue).
• Due dates, assignees, and task types at a glance.

⏳ Task Creation from a Document — Planned: Late June 2026

Users will be able to create new tasks directly from within a contract document, without navigating to the Task Manager. This streamlines obligation capture at the point of contract review.

How task creation from a document will work

1. Open a contract document in CLM.
2. Click Add a task in the task side panel.
3. Select the task type, fill in the required fields.
4. The task is automatically linked to the current contract and appears in the task manager.

✨ Tips & Best Practices

• Work with your administrator to pre-configure task types that match your team's most common obligation categories before users start creating tasks.
• Use complex task types for multi-step obligations that require additional context (budget amount, compliance reference, etc.).
• Once occurrence configuration is available (mid-June 2026), immediately migrate recurring manual tasks to automated recurrences.
• Set reminders with at least two lead times: an early warning (e.g., 14 days before) and a final alert (e.g., 2 days before).
• Leverage the future task side panel to quickly validate obligations when reviewing contracts during negotiation or renewal.

◾ Limitations & Known Constraints

• Occurrence (recurrence) and reminder configuration are not yet available — these are planned for mid-June 2026.
• The task list side panel on contract documents is planned for late June 2026; until then, tasks must be managed from the dedicated Task Manager view.
• Task creation directly from a document is also planned for late June 2026.
• API endpoints for task CRUD and task-to-contract linking are planned but not yet fully available — contact your CSM for current API status.

❓ Frequently Asked Questions

What is the difference between a simple task and a complex task?

A simple task uses a standard set of fields (title, due date, assignee, status). A complex task adds a fully customisable "additional information" section configured by your administrator, allowing you to capture business-specific data alongside the standard task details.

Who can configure task types?

Only platform administrators can create and configure task types. End users can create tasks based on the types made available by their admin.

Can a task be linked to more than one contract?

Each task is linked to a specific contract. If an obligation concerns multiple contracts, a separate task should be created for each.

When will I be able to create recurring tasks?

Occurrence configuration (recurrences) is planned for mid-June 2026. Until then, recurring obligations must be managed as individual tasks.

Will I receive email notifications for upcoming task deadlines?

Reminder notifications are part of the mid-June 2026 delivery. Once available, reminders will be configurable per task type in the administration panel.