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Creating Obligations

Creating obligations from the UI is coming soon

Adding, editing, and completing obligations from the UI is not yet available. To create obligations today, use the Locker API. The Obligations dashboard is available now as a read-only view, see Tracking Obligations.

Obligations let you attach a trackable deadline to any document in Locker, a contract renewal window, a compliance review date, a payment milestone. When you create one, you assign an owner and a due date. The owner gets reminded as the deadline approaches, and the obligation appears on the shared Obligations dashboard so nothing gets missed.

Before You Start​

You need at least one document in Locker before you can create an obligation on it. See Uploading Documents.

If the Obligations section is not visible in your navigation, your plan may not include it, contact your account team.

How to Create an Obligation (Planned UI)​

Once the UI is available, creating an obligation will work like this:

  1. Open a document from the Locker dashboard.
  2. Click the Obligations tab in the document detail panel.
Coming Soon

Screenshot: locker-document-obligations-tab, the document detail page with the Obligations tab selected, showing existing obligations and the Add Obligation button

  1. Click + Add Obligation.
  2. Fill in the Title, an optional Description, the Due Date, and the Owner.
  3. Click Save Obligation.

The obligation will appear in the document's Obligations tab and in Locker → Obligations.

Coming Soon

Screenshot: locker-add-obligation-dialog, the Add Obligation form showing the Title, Due Date, and Owner fields on a document detail page

Creating Obligations Today (API)​

Until the UI is available, you can create and manage obligations programmatically through the Locker API, including setting the title, due date, owner, and linked document.

See API Integration for authentication and request details.

What Makes a Good Obligation​

Every obligation should have:

  • A clear title, specific enough that the owner knows exactly what action is needed, e.g. "Send renewal notice to Acme" rather than "Contract renewal"
  • A realistic due date, set it far enough in advance that there's time to act, not just time to be reminded
  • The right owner, the person who will actually complete the task, not just a team lead

Next Steps​