---
title: Modules | Traact Articles
description: 🧩 Learn how to use Traact’s modules and get the most out of every feature.
---

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1. [Traact Articles](https://help.traact.com/)
2. [Modules](https://help.traact.com/modules)

# Modules

 🧩 Learn how to use Traact’s modules and get the most out of every feature.

## Board Management

- [How to: Create and Manage a Board Meeting](https://help.traact.com/en/articles/10088328-how-to-create-and-manage-a-board-meeting)

## Contact Book

- [Contact Book Management](https://help.traact.com/contactbook)

## Contract Management

- [Custom Contract Templates](https://help.traact.com/en/articles/12270562-custom-contract-templates)
- [Contract Management Overview](https://help.traact.com/en/articles/10024643-contract-management-overview)
- [How to Generate a Contract Using Pre-Set Templates](https://help.traact.com/en/articles/11123944-how-to-generate-a-contract-using-pre-set-templates)
- [Signature Tracking for Contracts](https://help.traact.com/en/articles/12549440-signature-tracking-for-contracts)

## Entity Management

- [Adding Minute Book Notes to an Entity](https://help.traact.com/en/articles/10074058-adding-minute-book-notes-to-an-entity)
- [Adding Tags and Notes to an Entity](https://help.traact.com/en/articles/10093688-adding-tags-and-notes-to-an-entity)
- [Cap Table Overview](https://help.traact.com/en/articles/10112402-cap-table-overview)
- [Custom Fields in Entity Management](https://help.traact.com/en/articles/10080503-adding-and-editing-custom-fields-in-the-entity-management-module)
- [Locations visibility in Licenses and Org Chart](https://help.traact.com/en/articles/10069758-adding-locations-and-their-visibility-in-licenses-and-organizational-chart)
- [Organizational Chart Overview](https://help.traact.com/en/articles/11381405-org-chart-overview)
- [Updating Entity and Registered Agent Information](https://help.traact.com/en/articles/10008795-adding-and-editing-entity-and-registered-agent-information)

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## Home Page

- [AI Reporting Assistant](https://help.traact.com/en/articles/15809698-traact-ai-reporting-assistant)

## Invoice Management

- [How to: Add and Manage an Invoice](https://help.traact.com/en/articles/10104725-how-to-add-and-manage-an-invoice)

## License Management

- [Custom License Status & Triggers](https://help.traact.com/en/articles/11786258-license-status-custom-triggers)
- [Custom License Statuses](https://help.traact.com/en/articles/11691094-custom-license-statuses)
- [License Management Overview](https://help.traact.com/en/articles/10024648-license-management-overview)

## Litigation Management

- [Litigation Management Overview](https://help.traact.com/en/articles/10270103-litigation-management-overview)

## Matter Management & Legal Request

- [How to: Add a Matter](https://help.traact.com/en/articles/10024647-how-to-add-a-matter)
- [How to: Legal Request](https://help.traact.com/en/articles/10141630-how-to-legal-request)
- [Legal Request: Requester View](https://help.traact.com/en/articles/10150370-legal-request-flow-requester-view)

## Task Management

- [Tasks Overview: Workflows & Bulk Edit](https://help.traact.com/en/articles/10104351-creating-task-workflows-and-bulk-editing-tasks)
- [How to: Link a Task to Artifacts](https://help.traact.com/en/articles/14424679-how-to-link-a-task-to-artifacts)
- [How to Make a Task Dependent on Another](https://help.traact.com/en/articles/11380659-how-to-task-dependency)
- [How to: Set a Task as Recurring](https://help.traact.com/en/articles/11559141-how-to-set-a-task-as-recurring)
- [Setting Up Custom Task Statuses](https://help.traact.com/en/articles/11459220-setting-up-custom-task-statuses)

## Tax Management

- [Tax Management Overview](https://help.traact.com/en/articles/10008798-how-to-tax-management)

- [Getting started](https://help.traact.com/getting-started#main-content)

    - [Access & Permission](https://help.traact.com/getting-started#access-permission)
- [Integrations](https://help.traact.com/integrations)
- [Modules](https://help.traact.com/modules#main-content)

    - [Board Management](https://help.traact.com/modules#board-management)
    - [Contact Book](https://help.traact.com/modules#contact-book)
    - [Contract Management](https://help.traact.com/modules#contract-management)
    - [Entity Management](https://help.traact.com/modules#entity-management)
    - [Home Page](https://help.traact.com/modules#home-page)
    - [Invoice Management](https://help.traact.com/modules#invoice-management)
    - [License Management](https://help.traact.com/modules#license-management)
    - [Litigation Management](https://help.traact.com/modules#litigation-management)
    - [Matter Management & Legal Request](https://help.traact.com/modules#matter-management-legal-request)
    - [Task Management](https://help.traact.com/modules#task-management)
    - [Tax Management](https://help.traact.com/modules#tax-management)
- [Services](https://help.traact.com/services#main-content)

    - [How to](https://help.traact.com/services#how-to)
    - [Pricing](https://help.traact.com/services#pricing)
    - [Understanding Services](https://help.traact.com/services#understanding-services)
- [Troubleshooting & FAQs](https://help.traact.com/troubleshooting-faqs)
- [What's New](https://help.traact.com/whats-new#main-content)

    - [2024](https://help.traact.com/whats-new#2024)
    - [2025](https://help.traact.com/whats-new#2025)
    - [2026](https://help.traact.com/whats-new#2026)

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