1. Guide
  2. Data Rooms

Adding Tasks

To add individual tasks, first, navigate to the Tasks Management screen by clicking "Tasks" in the menu on the left. 

You must first select a collection on the left-hand side and then click the Add Task button (plus sign).

The Add Task window will open. There are 4 steps to adding a task. 

Step 1. Select the target

The target will be determined by the type of task you are creating. 

Step 2. Select the Task Type

Here you will specify the task type, the task name, and add a description of the task. (See Task Types)

Step 3. Assign Users

Here you will assign the users you need to perform the task you are creating. 

Once users are selected, you also have the following options:

  • Only one user needs to complete the task - When checked, only one of the assigned users needs to complete the task to mark it as complete.
  • Tasks are sequential - When checked, the users will complete the task in the order it is assigned.

Step 4. Set a Due Date

Here you will select the date you would like the task to be completed by. This will also allow you to quickly see if a task is overdue, however, tasks do not have to have a due date.

Click Add Task. 

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.

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