You’ll find a new “Obligations” tab on every contract, where you can start adding obligations right away. Click "Add obligation" to enter key details such as title, description, subtasks, deadline, and recurrence.
Once created, the obligation will appear in the obligations list on the contract, giving you a real-time overview of all commitments and their current status.
Every obligation is automatically linked to a task within the Task Management board. For recurring obligations, a separate task will be created for each occurrence. This allows you to manage each instance individually — ensuring that recurring responsibilities are tracked just as reliably as one-off tasks.
From the overflow menu on the obligation, you can click “View in task management” to go directly to the corresponding task in the board view.
If you'd like to see all obligation-related tasks across contracts, go to Task Management > Tasks in the main menu and apply the “Type” filter set to “Obligation”.
Finding Obligations with AI
Instead of adding each obligation by hand, you can let AI read a document on the contract and suggest the obligations in it. You review every suggestion, edit it and decide whether to create it. This requires the Contract Obligations and AI Features add-ons. See Find obligations with AI.
Recording Where an Obligation Comes From
An obligation can also record its source in the contract: which document it relates to, the section and the clause text. You can mark the passage in the document and have the clause text filled in for you. See Link an obligation to its clause in the document.