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Tasks

Learn about the features of the Tasks section

Mart Monet avatar
Written by Mart Monet
Updated over 3 weeks ago

Tasks can be found in the left hand panel. Here are where all types of tasks are housed.

What are tasks?

The following tasks can be found and launched from this module:

  • Actions

  • Document requests

  • Signature requests

  • Surveys

More information about these functions can be found in the articles: Actions, Document Request and Signatures Request and Surveys.

To launch any of the respective tasks, click the Request button

A drop down will then appear displaying each task.

How to find tasks you have created

Once you have navigated to the Tasks page from the left hand side panel, you will see a list of tasks you have created.

Initially all tasks are displayed in a list in due date order.

Select different filters to find the task you need faster. These are the meetings titles in grey bubbles.

Downloading documentation directly from Tasks

If you have attached any documentation to a task, you may download these documents directly.

Who: Any user with rights to view the task

When and how: If a task includes an attached document, open the side panel and click the three dots to download the attachment.

Where: Inside the task view, next to each document

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