How can I add columns to CLM Dashboard view?

Question

I have users who would benefit from seeing more data in the Dashboard and Tasks views. For example, the Sales team enters some details about the request into the template via a Comments text box. I haven’t been able to figure out how to include that helpful info as a column header.

I’ve attached an example of what the End User sees, two examples of what headers I see and also the actual fields I’m looking for from the Template building Step 2: Complete Form fields.

Pawan Gangwani · Answer

Hello @IleneWelcome to the DocuSign Community!1. In task tab you can use “Info” column, which is already in place, for that just use “update Document information” step in workflow. and put any info you want to.2. In dashboard there is only way is to add a column in repost and add that report in dashboard. which most effective way to do that.thanks!

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