Obligation Owners Managing Contractual Obligaitons | Zoho Contracts

Obligation Owners Working with Obligations


View My Obligations 

  1. Select the Activities tab at the top of the page.
  2. Select the All My Obligations view in the Contract Obligations section in the left panel. 


All the obligations that are assigned to you will be displayed. If you select the Pending Obligations view from the left panel, the obligations that you have yet to complete will be displayed. 


Tip:


You can also view your obligations in a contract from within the contract details panel of the respective contract.  


  1. Select the Contracts tab at the top of the page. 
  2. Click the name of the view at the top-left, then select Having My Obligations. The contracts with obligations assigned to you will be displayed. 
  3. Click to open the contract whose obligations you want to view. 
  4. Click More  in the contract details panel on the left, then choose Obligations. 


The obligations of the respective contract will be displayed. 


Change the Status of an Obligation 

  1. Select the Activities tab at the top of the page.
  2. Select All My Obligations view in the Contract Obligations section in the left panel.
  3. Click to open the obligation whose status you want to change. 
  4. Click the dropdown arrow next to the Status field in the obligation details panel, then choose the status. 


You can also change the status of an obligation from the contract details panel of the respective contract. 


  1. Select the Contracts tab at the top of the page. 
  2. Click the name of the view at the top-left, then select Having My Obligations. The contracts with obligations assigned to you will be displayed. 
  3. Click to open the contract in which you want to change the status of an obligation. 
  4. Click More  in the contract details panel on the left, then choose Obligations. 
  5. Click the dropdown arrow next to the obligation status of an obligation, then choose the status.




Notify Contract Owner

You can notify the contract owner if the obligation needs their attention.


To notify the contract owner: 


  1. Select the Activities tab at the top of the page.
  2. Select All My Obligations view in the Contract Obligations section in the left panel.
  3. Click to open the obligation you want to notify the contract owner for. 
  4. Click More  at the top of the obligation details panel, then choose Notify Owner.
  5. Enter the Subject and the Message of the email in the Notify Owner dialog box, then click Send.

Tip:


You can also notify the contract owner from the contract details panel of the respective contract.


  1. Select the Contracts tab at the top of the page. 
  2. Click the name of the view at the top-left, then select Having My Obligations. The contracts with obligations assigned to you will be displayed. 
  3. Click to open the obligation you want to notify the contract owner for.
  4. Click More  in the contract details panel on the left, then choose Obligations. 
  5. Click More  next to the obligation title, then choose Notify Owner. 
  6. Enter the Subject and the Message of the email in the Notify Owner dialog box, then click Send.


The contract owner will receive the notification email. 


Delegate Obligation to a Different Member 

  1. Select the Activities tab at the top of the page.
  2. Select All My Obligations view in the Contract Obligations section in the left panel.
  3. Click to open the obligation that you want to delegate to a different member. 
  4. Click Reassign next to the Obligation Owner field in the obligation details panel. 
  5. Type and select the member from the Select User field, then enter the message that you want to convey to the new owner in the Message field. 
  6.  Click Reassign.  


Tip: 


You can also reassign the obligation from the contract details panel of the respective contract. 


  1. Select the Contracts tab at the top of the page. 
  2. Click the name of the view at the top-left, then select Having My Obligations. The contracts with obligations assigned to you will be displayed. 
  3. Click to open the contract you want to delegate an obligation in.
  4. Click More  in the contract details panel on the left, then choose Obligations. 
  5. Click More  next to the obligation title, then choose Reassign. 
  6. Type and select the member from the Select User field, then enter the message that you want to convey to the new owner in the Message field. 
  7. Click Reassign.