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Create an obligation

Set up obligations tied to contracts or grants.

Obligations . 4 min read

Overview

Obligations represent commitments tied to your contracts or grants. Track deliverables, deadlines, and compliance requirements.

Step 1 -- Navigate to Obligations

From the admin sidebar, click Obligations then New.

Step 2 -- Link to a contract or grant

Select the parent contract or grant this obligation belongs to.

Step 3 -- Define the obligation

Field Description
Title Short description of the obligation
Type Deliverable, Reporting, Financial, or Compliance
Due Date When the obligation must be fulfilled
Assigned To Team member responsible
Priority High, Medium, or Low

Step 4 -- Save and track

Click Save. The obligation appears in your tracking dashboard and notifications are sent to the assigned team member.

Tip: Break large obligations into smaller, trackable milestones.