Stay ahead of renewals

Steps

1. Select the Upcoming Deadlines tab.
2. Read the list from the top. Each active agreement shows its next deadline, its date and its owner, with the soonest first.
3. Look for Overdue and Due today labels. These are the agreements to act on now.
4. If an agreement says Verify the cancellation notice period before relying on the expiry date, open it on the Agreements tab, select Edit, and check I verified the notice period against the agreement once you have confirmed the notice days.
5. To record a decision or a notice you sent, open the agreement on the Agreements tab and select Edit.

Tips

• The next deadline is the earliest of the Renewal Decision Due date, the Milestone date, the cancellation notice date and the Term End.
• The cancellation notice date only appears once the notice days are entered and verified. Until then, the list uses the term end, which may be later than your real deadline.
• On the Agreements tab, the tile that counts contracts expiring within 60 days lists them when you select it.
• Automatic renewal reminders by email are a Premium feature. Open Tools and select Reminders to see how reminders work on your plan.

Related tasks

• Add an agreement Agreement Tracker
• Record an obligation Agreement Tracker