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:
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Keep NDAs organized in groups by status: Active, Expired, or Pending
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Track key fields like start date, expiration date, responsible person, and party involved
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Automations reduce the need for manual tracking and send timely reminders
Automations included:
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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
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Reminder notification: 30 days before the NDA expires, the responsible person gets a reminder
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Move to expired: When status is set to “Expired”, the NDA is moved to the Expired group
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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!