DocuSign CLM: exporting outstanding tasks in a report

Question

Is there a way to export the outstanding tasks in DocuSign CLM in a report, csv?

Pawan Gangwani · Accepted Answer

Hello @Justin JiangI hope you doing great. These is a one way around to do that.so create one status attribute which shows that where is the task right now or where it’s outstanding.you could populate this to an attribute or the document description and then put those into the reportand then create the “Workflow Activity Report” and apply the filter and column.Thanks!

SpencerEllsworth · Answer

Hello@Justin JiangI hope you doing great. These is a one way around to do that.so create one status attribute which shows that where is the task right now or where it’s outstanding.you could populate this to an attribute or the document description and then put those into the reportand then create the “Workflow Activity Report” and apply the filter and column.Thanks!How do you suggest to add Description into a report?

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