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:
  1. Sign into your broker edition agent or manager account.
  2. You will be automatically brought to the Dashboard section. Click TASKS to view all of your personal tasks. 
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  1. Each time you sign into DTR, the product will default to the Activity area of the Dashboard.
 
How to utilize the Tasks Dashboard:

TASK ICONS
Transaction Room Submitted for Review: User-added image

Task List Submitted for Review: User-added image

Take List in Need of Review (will display the document type): User-added image

FINDER
  • 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.
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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: User-added image
 
All Status, Declined, and Needs Review: User-added image
 
All Item Types, Tasks, Task Lists, and Submitted Transaction Rooms: User-added image
 
Past Due, Due in the next week, Due in the next 2 weeks, and Due in the next Month:  User-added image
 

For further DocuSign Transaction Rooms Help & Support, please contact us.