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  • User Guide
  • Signing
    • Sign from the email invitation link
    • Sign as a signed-in user
    • Decline to sign
    • Sign several signing requests with a single authentication
  • Managing signing requests
    • Creating signature requests using templates
    • Create signature request
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    • Add a signature mark at the bottom of each document page
    • Define signing order
    • Alternative signature levels
    • Ultralight signature level
    • Edit signature request
    • What to do when the email invitation is not received?
    • Set signature request on hold
    • Cancel signature request
    • Reopen signature request
    • Set signature request complete
    • Verify the authenticity of signatures
  • Utilise prewritten texts
  • Voting
    • Introduction to electronic voting
    • Create a poll
    • Vote as a logged in user
    • Vote from the email invitation link
    • Send a voting link to voter
    • Import voter information from a file
    • Cancel poll
  • Managing tasks
    • Task management
  • Data retention and deletion
    • Data retention and deletion
  • Delete content on the organisation account
  • Inserting and searching meta data
    • Use of tags
    • Enter or edit metadata
    • Search using metadata
    • Display metadata columns in the files view
  • Managing meta data
    • Metadata overview
    • Metadata administration
    • Add metadata fields
    • Add metadata templates
    • Add date-type metadata
    • Add person-type metadata
    • Add number-type metadata
    • Add a language version to the metadata
  • Managing documents
    • Share a file
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    • Rename a file
    • Change the order of files
  • Managing groups
    • Create a group
    • Remove members from a group
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    • Close a group
    • Mute a group
    • Edit the Groups list in the side bar
    • Copy group address
  • Share content and permissions organisation-wide
  • Signing up for SignSpace
    • Try SignSpace for free
    • Create personal account
    • Register your organisation
    • Register with organisation invitation
    • Join existing organisation account
  • Managing your organisation account
    • Manage organisation information
    • Authorise access to organisation account information
    • Add members to your organisation
    • Edit your organisation's logo
    • How to enable Single Sign-On (SSO)
    • How to set up an Entra ID Enterprise App for SignSpace SSO
  • Setting up SharePoint integration
  • Personal settings
    • Out-of-office message
    • Edit your personal settings
    • Verify your identity
    • Customise email notifications
  • Forms
    • Forms functionality
  • Use forms to enable electronic signing of test drive permits
  • INTEGRATIONS
    • SignSpace Easy integration
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  1. Managing tasks

Task management

PreviousCancel pollNextData retention and deletion

Last updated 2 months ago

Tasks help keep things organised. With tasks, you can ensure that important things get done.

You can create to-do lists directly within conversations or create an independent task. You can follow the progress of tasks from the tasks view.

Creating a task

To create a stand-alone task, click the + New button and select Task.

Fill out the New task form. Give the task a title. Assignees are invited to perform the task. You can add one or more assignees. Users who are given access to the task and the conversation created for it, but who have not been assigned this task, are added to the Other recipients field. You can set a due date for the task and attach files to it. The message appears in the email notification sent to the recipients.

You can protect the task and respective discussions in the security settings.

When you click the Send button, a new task will be created.

The task can be discussed. The conversation where the discussion takes place can be displayed by clicking on the speech bubbles icon or any message.

If task lists are added to the conversation, they are displayed as sub-tasks in the main view and also on the messages.

Adding tasks to messages

You can create to-do lists within conversations by selecting the to-do icon in the message writing panel.

Write a description for the task and assign it to a person or group by writing @person's name or @group's name.

Note! You can only assign tasks to people who can be found in the address book of your SignSpace account.

Marking tasks as done

You can mark tasks assigned to you as done by clicking on the box. By placing the mouse over the task, you can see who completed the task and when.

Task owners set tasks added on messages complete on behalf of the assigned person by clicking on the check box.

The main task can be set completed by selecting Complete on behalf from the three-dot menu.

Tasks follow-up

You can follow-up tasks from the tasks view.

With the help of filters and free text search, you can create short-lists according to your needs. For example, the "My incomplete" filter brings open tasks assigned to you to the list.

By clicking on a task from the list, you can process the selected task.

NOTE! Each task is displayed in the task list with its own task line; both independent tasks and tasks added to message.

Canceling a task

Task owners can cancel a task. This is done by selecting Cancel task from the three-dot menu next to the task.

The canceled task is no longer active and is displayed as canceled in the task list.

Reopening the task

Task owners can open a canceled task. This is done by choosing Open the task again from the three-dot menu.