Plan and follow up

Create action items and checklists

Turn paperwork follow-ups into tasks you can track and reuse.

2 min read

Add an action or checklist

Open Paperwork tools and choose Action list.
Add an action with a clear title. Add a due date or link a document if useful.
If a contract record shows suggested obligations, review them before adding them to your action list.
To reuse a routine, create a checklist template with a name and one step per line. Apply it when needed.