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When do the default settings apply?
When you use create a contract, an ‘automatic’ task is created, which remains ‘unscheduled’ until you fill in the metadata.
Or when you click the ‘+ Add task’ you will see the following default time settings which are customizable:
What are the default settings?
In our example we use a straightforward contract renewal following a calendar year with a termination period of 3 months.
Termination date = 1/10/xx
Default due date in Contractify = 10 days before actual termination date
(based on contract metadata)
Tip: this way you always have a margin of 10 days to get your registered mailing done. Better safe than sorry!
Default reminder date in Contractify = 1 month before ‘margin’ due date.
If you don’t edit the default settings and the contract metadata is filled in, then this will be the timeline of the task since in a lot of use cases this will suffice.
Customizable
Of course there is no one size fits all.
You’ll want to start planning a renewal of a 5 year contract much earlier.
If you want to compare multiple suppliers, you will need more than 1 month or moving the office requires a different plan of action timewise.
You can edit the task timeline to your needs.
Task escalation to manager
When you link a contract to a manager, the task escalation process will be enabled.
You can find an overview here.
A manager receives the mail 1 day after the due date.
This means when default settings are used a manager still receives the mail 9 days before the actual termination date.
