How to Configure the Contract Board

Objectives:

• Add Contract Boards
• Customize its columns, colors and post filters

Steps:

Accessing Configuration Settings:

• Open the System Settings.

• Navigate to Contracts & Documents section, then click on Boards

• From this page, you can create new boards or manage existing ones.

• For each board, you have the option to view, edit, or delete.

Creating a New Contract Board:

• Click Add New Board.

• Provide a name for the board (e.g., Contract Tracker, NDAs, Procurement Contracts).

• Add columns to structure the workflow:

  • Column Title: Name each column according to Contract status (e.g., New, Approved, Signed, Closed).

  • Linked Workflow Status: Choose one or more statuses from the predefined workflow to associate with the column.

  • Color Code: Assign a color to help visually differentiate each column.

Editing or Deleting Existing Boards:

• From the configuration page, view a list of all boards.

• Click Edit to make changes or Delete to remove a board.

Configuring Post Filters for Quick Access:
Post filters allow you to quickly narrow down Contract data directly from the board view. To set them up,

• Go to the Contract Board Settings page,
• Click Edit on the board you want to update,
• Then navigate to the Post Filters tab.

Click the plus (+) button to add a new filter.

• Filter Name: Give it a clear, descriptive name to easily identify it later.

• Filter Field: Choose the field you want to filter by — options include Type, Assignee, Assigned Team, Priority, and Status.

• Operator: Define how the filter works — whether the value equals, contains, or starts with the criteria you specify in the next field.

• Value: Specify the value based on the selected field.

Click Save to finalize your filter.
You can edit or delete filters anytime using the three-dot menu next to each filter record.

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