DocuSign Transaction Rooms - How to Use the Task Dashboard
How do I utilize the Tasks Dashboard?The Tasks tab in the Dashboard section provides you with a list of everything that needs your attention, including past-due and coming-due Tasks you are responsible for, Tasks needing review or declined, documents needing review, Task Lists needing review, and Transaction Room needing review.
To access your Tasks Dashboard:
- Sign into your broker edition agent or manager account.
- You will be automatically brought to the Dashboard section. Click TASKS to view all of your personal tasks.
- Each time you sign into DTR, the product will default to the Activity area of the Dashboard.
How to utilize the Tasks Dashboard:
Transaction Room Submitted for Review:
Task List Submitted for Review:
Take List in Need of Review (will display the document type):
- Begin typing in the name of the Task you’d like to search for. The finder is a dynamic search function that will immediately display any Task or Transaction Room that needs your review or attention.
The following sorting options will allow you to filter all of your tasks down to the desired task you’d like to review.
Due Date, Task Name, and Transaction Room Name:
All Status, Declined, and Needs Review:
All Item Types, Tasks, Task Lists, and Submitted Transaction Rooms:
Past Due, Due in the next week, Due in the next 2 weeks, and Due in the next Month:
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