Download task groups including assigned users

Question

I would like to see some more advanced reporting capabilities as I desperately need:

the ability to see per user what task group(s) they are in
The ability to report on task groups and the members within them

This has also been raised

Melanie.Panguito · Accepted Answer

Hi ​@Ranjan B,Thank you for your continued engagement and valuable feedback. We've moved your recent replyfrom"Help pick the topic for the September Developer Async AMA" as it was outside the scope of that specific discussion,but we’re still happy to help you out!We understand you're following up on the status of the idea submission:Ability to export task groups in reports, and we recognize the importance of this functionality to you. The DocuSign team is actively reviewing your feedback internally and developing a consistent response process.We assure you that your input is being heard and shared with the relevant teams. While we don't have an exact timeline for status updates at this moment, we will provide an update as soon as one is available👉Update on the status of submitted ideasWe're excited about the progress being made internally and appreciate your continued idea submissions.Thank you for your patience and valuable contributions!Regards,Melanie| Docusign Community Moderator

Pawan Gangwani · Answer

Hello ​@Ranjan BWelcome to the DocuSign Community!Currently, in DocuSign CLM, it isnot possible to report directly on task groups and their members. However, you can get participant details at the group level from the user report. Unfortunately, reporting specifically on task groups and their members is not supported at this time. I can see you have added that idea it is good to have this feature or reporting.Thanks!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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