Edit Obligations Inline
You can update key obligation details directly from the obligations overview without opening the full edit view. This makes it faster to adjust responsibilities and priorities across multiple obligations.
How to Edit Obligations Inline
To edit obligations inline, open a contract, go to the Obligations tab, and click the edit icon. You can then update the responsible person and priority level directly — changes save automatically.
- Open the contract containing the obligations you want to update.
- Navigate to the Obligations tab.
- Click the edit icon in the top-right corner of the obligations tab.
- The obligations overview becomes editable. You can now update the following fields:
-
- Responsible Person — reassign the obligation to another user
- Priority — adjust the obligation's priority level
- Due Date — update when the obligation must be completed
- Status — change the current fulfillment status of the obligation
Changes save automatically — no additional save step is required.
