01
Turn important promises into trackable work
An obligation is something a party has agreed to do. It might be a payment, a delivery milestone, a training session, or a requirement to provide an insurance certificate. Each needs enough context for the responsible person to act.
Create an obligation on the contract record. Give it a practical title, assign an owner, and capture the due date or trigger. Add notes and supporting material so a colleague can understand the requirement without searching through a separate email thread.
02
Use the right starting point for the deadline
Some commitments fall on a fixed date. Others depend on signing, a saved contract date, or verification of a previous commitment. Choose the basis that reflects the agreement rather than entering a convenient date that will become misleading later.
For example, payment might be due 30 days after signing, while training is due 45 days after verified payment completion. That is an illustrative process, not a default contractual rule. Review the actual trigger and timing before using a workflow.
03
Keep the clause close to the task
A short task name cannot capture every condition in a contract. Keep the relevant source wording with the obligation when available, so the team can review the requirement in context.
Import and extraction can surface suggested obligations and source text for review. Confirm that the responsible party, date, and trigger are correct before using the suggestion. AI assistance does not replace checking the agreement.
04
Distinguish reported completion from verified completion
Someone reporting that work is done is different from someone checking the evidence. Attach supporting material, report the actual completion date, and let the assigned verifier review it.
The obligation can then show verified completion. Dependent commitments can use the verified event rather than an estimated date. Keep insurance certificates and other supporting files with the agreement so the proof remains connected to the promise.
A FEW USEFUL ANSWERS
Questions before you start?
What can we track besides renewals?
Examples include payments, onboarding, implementation, training, deliverables, and insurance certificates. Configure the obligation to reflect the agreement.
Can one obligation depend on another?
Yes. An obligation can be tied to verification of an earlier commitment. Review the sequence and timing before activating related workflows.
Can we attach completion evidence?
Yes. Supporting evidence can accompany a completion report for the verifier to review. Reported completion and verified completion are separate states.