Hi there,
I’m kinda New to Asana and ready to go for the next level in task management.
i have a question about contract management. i looked on the different section in the forum and via the search, but so far nothing what answers my questions.
Here i Go:
Our company, a services company, works nearly only with Freelance consultants on projects at our clients.
It is extremely important that contracts are set-up on time, but there are certain steps to be taken.
I would like to try to manage these possible steps in Asana + keeping it simple. i tried already with the custom fields, sections, … but i don’t find an easy way to manage it.
So what do i need to follow-up:
contract consultant
info consultants > send template > received questions on contract > received company details > In review with Legal > agreement on the contract > contract singed by CEO > meeting scheduled with consultants for signature. > registered in CRM
Contract Client
received contract client > received PO client
both these can take quite a long time sometimes, but we need to keep an eye that we don’t forgot these… > saved on the server
extensions of contracts
Client > request extensions > agreement by consultants > received contract > received PO > save on the server
Consultants > request extensions > agreed by consultants > sent through docusign > register in CRM
i hope this is clear and someone can help me.
1 Like
How come custom fields did not work for your use case?
As i didn’t managed to get a clear view on which state we are, as sometimes these are simultaniously.
What about a combination of custom fields and sorting the list by one field?
If anyone has an answer or work around for this, I am running into a similar issue with managing contract life cycles as well!
Hi Christopher,
I am new to Asana and more than a year after your question running into a similar challenge of using Asana capabilities for contract management. Have you been able to set it up and use it effectively for your process/tasks? Any example /use cases you came across or can share? Would really appreciate your feedback and some lessons learned.
With so many info on Asana, there is practically nothing I could find on this use case by now. If someone is aware of useful example/tips, please let me know. Thank you!
1 Like
Hey @Christopher_Cruys,
what tool do you use to send contracts and have them signed?
@anon13532464 not sure if it helps but also in our onboarding process each candidate we vet we create a new task from a template task that has subtasks.
Now we have subtasks for various NDAs. These subtasks are also added to a special Asana project of a colleague as they are assigned to her and she takes care to send them via the tool we use and once signed she updates Asana and stores them in our company DB.
Now her dashboard for contracts has various columns to define the stages such as “To To”, “Sent”, “Amendments Required”, “Resent Amended Contract”, and so on
Now in the main onboarding project we work a lot with custom fields to categorize positions (such as marketing manager, virtual assistant, web developer, etc etc)
and also custom fields that display the status of NDAs if signed and many more that we require
We work a lot with Asana rules as well.
You can even set up an Asana form that you share with whoever would ask you to prepare a contract or send NDA etc so they can submit tasks via the form. Then you have it in your project and can attend from there.
We do this for onboarding as well when we receive job applicants.
Hope that helps.
1 Like