Task Types
There are 5 task types
- Read - The target of this task type will be a file already in the data room.
- Read and Respond - The target of this task type will be a file already in the data room. The expected response would be a comment.
- Upload - The target of this task type will be a folder already in the data in the data room. Users assigned to this task type must have upload capabilities.
- Read and Upload - The target of this task type will be a file already in the data room. This task type allows the user to review a file (maybe an example of what is needed) prior to uploading their file. The users assigned to this task type must also have upload capabilities.
- Question & Answer - These tasks must be assigned at the room level. These tasks are designed to be a type of forum for users to ask questions.
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