Task Managmenet Dashboard
The Task Management dashboard provides an overview of tasks assigned to you in your various rooms. This dashboard can include an instruction section. Note: These instructions are set in Account Settings (gear icon at the top right)on the Features Tab.
The tasks section of the screen can be sorted by clicking on the desired column header.
You can navigate directly to the identified tasks (i.e. overdue tasks, pending tasks, etc.) by clicking on the appropriate icon in the column.
The icons on the right side of the screen in each room's row will take you directly to the Documents or Tasks screen for the selected room.
Task / Request List Management is an add on feature for Owner and Lite Plans and is included in Pro Plans, but may need to be turned on. Please email our support team if you have any questions about adding or activating Task / Request List Management for your account.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List