NDA Tracking Template

This NDA Tracking Board was designed to help you manage all Non-Disclosure Agreements across your organization. Whether it’s vendors, employees, or customers, this board gives you a clear view of what’s signed, what’s active, and what needs attention.

How it works:

• Keep NDAs organized in groups by status: Active, Expired, or Pending

• Track key fields like start date, expiration date, responsible person, and party involved

• Automations reduce the need for manual tracking and send timely reminders

Automations included:

• Expiration date calculation: When a start date is set and frequency is selected (e.g. 1 year, 2 years), the expiration date is auto-filled

• Reminder notification: 30 days before the NDA expires, the responsible person gets a reminder

• Move to expired: When status is set to “Expired”, the NDA is moved to the Expired group

• Move to active: When status is set to “Active”, the NDA is moved to the Active group

What’s included:

✔️ NDA tracking board
✔️ Automations for key dates and status changes
✔️ Setup fields for vendors, employees, or other parties
✔️ Reminder notifications
✔️ Walkthrough video and tips

Need help adding this board to your current workflow? Contact us!