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Concord Deadlines Management: Complete User Guide

Concord's Deadlines Management feature helps you track, organize, and manage all your contract milestones in one centralized location. This guide explains how to use the various views, filters, and navigation options to stay on top of your deadlines.

Accessing the Deadlines Menu

  1. Navigate to the left side main menu
  2. Select "Deadlines" from the navigation panel

Understanding the Dual-View System

Concord's Deadlines Management offers two complementary ways to view your contract deadlines:

List View

The List View presents your deadlines in a structured table format with the following columns:

  • Document Title: Name of the contract document
  • Parties: Organizations involved in the contract
  • Deadline Type: Category of deadline (Expiration, Renewal, Termination Notice, etc.)
  • Deadline Date: When the deadline occurs
  • Total Ag. Value: The contract's total value

Key Features:

  • Sort columns by clicking the column headers (available for Parties, Deadline Date, and Total Ag. Value)
  • Click any deadline to open the associated contract in a new tab

Calendar View

The Calendar View displays your deadlines in a monthly calendar format:

  • Color-coded events indicate different deadline types
  • Click on any date to view detailed information for that day

When you click on a date, a side panel opens showing:

  • The selected date at the top
  • Sections for different deadline types:
    • Effective date
    • Renewals
    • Term ending
    • Expirations
    • Termination Notice Deadlines
  • For each contract, you'll see:
    • Either "Signed on [date]" (if signature date is available)
    • Or "Effective on [date]" (if only effective date is available)
  • Click any document to open the full contract in Concord


 

Navigating by Deadline Categories

The Deadlines menu includes four tabs that act as pre-filtered views for quick access:

  1. All: Shows all deadline events without filtering
  2. Endings & Renewals: Displays only Expiration Dates and Renewal Dates
  3. Effective date: Shows only contracts with Effective Date events
  4. Key terms: Displays only Recurring Terms and Expiring Terms events

How to use tabs:

  • Click any tab to switch to that filtered view
  • Each tab can be displayed in either List View or Calendar View
  • Your view preference (List or Calendar) persists as you switch between tabs


 

Filtering Deadlines

Time-Based Filters

Narrow down deadlines based on timeframes:

  1. Click the Filter button in the Deadlines menu
  2. Choose from:
    • Next 90 Days: Shows deadlines occurring within the next 90 days
    • Next 180 Days: Shows deadlines occurring within the next 180 days
    • Custom: Define your own date range

Using the Custom Date Range:

  • Select start and end dates using the date picker
  • Available range: 6 months before current date to 2 years after current date
  • System will display an error if you attempt to select dates outside this range

Combining Filters

For more specific filtering:

  1. Apply any time-based filter
  2. Add additional filter criteria like Parties or Deadline Type
  3. The system will display only deadlines that meet all criteria

Note: Filters remain active when switching between Calendar and List views.

 

 

Understanding Deadline Types

Concord tracks five key deadline types:

1. Expiration Dates

  • Indicates when a contract will expire
  • Visible in both List and Calendar views
  • In Calendar view, click the date to see these in the "Expirations" section

2. Renewal Dates

  • Shows when a contract is set to renew
  • For renewed contracts, all deadlines are recalculated based on the new renewal date
  • In Calendar view, click the date to see these in the "Renewals" section

3. Effective Dates

  • Indicates when a contract becomes active
  • In Calendar view, click the date to see these in the "Effective date" section

4. Term Endings

  • Displays when contract terms end
  • Shows two categories:
    • Recurring Terms: Displayed as "Key term (recurring)"
    • Expiring Terms: Displayed as "Key term (expiring)"
  • In Calendar view, click the date to see these in the "Term ending" section

5. Termination Notice Deadlines

  • Indicates the deadline by which notification must be given to terminate a contract
  • In Calendar view, click the date to see these in the "Termination Notice Deadlines" section

 



Tips for Effective Deadline Management

  1. Start with the "All" tab to get a comprehensive view of your contract landscape
  2. Use Calendar View for planning and visualizing your deadline timeline
  3. Switch to List View when you need to sort or see specific contract details
  4. Apply the Next 90 Days filter to focus on immediate priorities
  5. Click on busy calendar dates to see the detailed breakdown of what's happening that day
  6. Use the "Endings & Renewals" tab regularly to prevent unwanted contract expirations
  7. Check your view periodically to ensure you're not missing any upcoming deadlines

 

 

Getting Help

If you encounter any issues or have questions about using the Deadlines Management features, please contact Concord Support at support@concord.com or through the in-app chat feature.