Track deadlines for my Agreements

Learn how to easily track your Agreements' deadlines in Formality and set up automatic reminders so you never miss a renewal.

Track the deadlines of my Agreements

Deadline management is a major issue in asset management: a forgotten lease or an unrenewed supplier contract can have significant financial and operational consequences.

With Formality, you can see upcoming deadlines for your Agreements at a glance and configure reminder workflows to be notified at the right time via Teams, Slack or email. This lets you stay in control without multiplying Excel files or manual reminders.

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Where to see deadlines?

In the Contract library, the column Status shows you the state of each Agreement:

• Next deadline in X months/days

• Expired

• Planned

Simply hover over the status to get the details:

How are deadlines detected?

As soon as you add a document (main contract, amendment or appendix), Formality automatically identifies key dates:

• Signing date

• Start / end date

• Renewal date

This information feeds the associated reminders and workflows.

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Activate a renewal workflow

From the renewal date, you can:

1. Create a renewal workflow when the Agreement is added.

Example: schedule a reminder 6 months before the expiry of a commercial lease to start renewal discussions.

1. A notification will be sent to the people concerned via Teams or Slack, with a backup reminder email to centralize the information.

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Automatic reminders

The system alerts you in real time:

• Tasks to complete or overdue : the responsible person receives a notification.

• Change of assignment : the former and the new responsible parties are informed.

• Workflow completed or rejected : the group manager receives an alert to validate or restart a process.

• Upcoming deadlines : a monthly email lists the Agreements that require your attention (renewals at 30 or 60 days).

Instant messages (Teams/Slack) are used for day-to-day follow-up, and emails remain the official and archived source for your alerts.

Example

A maintenance contract for a site in La Rochelle is coming to an end.

• Formality notifies you 3 months in advance via Slack/Teams

• You receive an email listing this contract and its renewal terms

• A workflow is triggered to give you time to compare providers before renewal

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