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. Easiest method way to find a task is to sort them.
Sorting tasks
Here’s how sorting works for each column when you choose ascending order. Descending simply reverses these orders:
Name: Tasks are sorted alphabetically from A to Z based on their title.
Status: Tasks are sorted in this specific progression: Draft → Overdue → Pending review → In progress → Completed.
Assignee: Tasks are sorted alphabetically A to Z by the assignee’s displayed name. For groups, it sorts by the group name. Tasks without an assignee always appear last.
Type: Tasks are sorted alphabetically by type, usually in this order: Action → Document → Signature → Survey. Note that this order may vary depending on localization.
Due date: Tasks are sorted by their due dates starting with the earliest, moving toward later dates, and tasks without a due date appear last.
To change the order, hover over the label in the table and click the sort icon that appears.
The tasks will then be sorted accordingly.
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
You can organize your tasks by sorting them according to different criteria such as due date, priority, status, and more. This helps you focus on what’s most important and manage your workload efficiently.