Attach Contracts Task Option

Using the "Contracts" task option, your team can stop juggling multiple platforms and consolidate your electronic contract signing within Motion.io.

This article will explain how the "Contracts"  task option works and provide instructions for using it.

How to Attach Contracts to Client Tasks

Select the Motion.io project or template where you want to create a document task, and click the "Create task" button to bring up Motion.io's Task Composer. Next, add the client (or clients) responsible for completing the contract you will attach and give the task a title.

On the right side of the Task Composer, click the button for "Contracts."

In the modal that opens after clicking "Contracts," use the dropdown to select the contract you would like to attach to the task.

After selecting the contract you want to attach, the modal will update, asking you to specify who is responsible for completing the fields. Use the dropdown to specify which client or team member is responsible for completing each field, click "Done," and save or send your task.