Active Voice

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Task Group Reporting

Forum|Forum|2 years ago
March 21, 2024
4 replies
181 views

Hey DocuSign!

The UI for Task Groups is clunky which makes managing Task Groups a daunting task. We asked three years ago for a report that would simply show all individuals tied to a task group. Should be something pretty simple.

Thank you in advance.

Best answer by LglOps

Co-signing this message. The back and forth required to interact with a Task by a member of the group is grueling.

In general the UI changes in March 2024 have caused our users to tell us they look for reasons to work OUTSIDE of CLM to avoid the platform. This is not good.

LglOps

Answer

Conversation Starter

Co-signing this message. The back and forth required to interact with a Task by a member of the group is grueling.

In general the UI changes in March 2024 have caused our users to tell us they look for reasons to work OUTSIDE of CLM to avoid the platform. This is not good.

Daniel Michalek | Director, Legal Operations | Shockwave Medical, Inc.

S

sjk_HTX

Author

Active Voice

Even this community site is CLUNKY! While LglOps supports my comment, it did not answer my post. I followed a link in an email received with no further instruction. I just don’t know how to remove/unlink.

This is still an outstanding issue.

Justin Jiang

Established Contributor

Maybe mirror task groups with user group as a work around. They run report for user groups.

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R

Ranjan B

Troubleshooter

I have created a request for Docusign to provide a report for the task groups and all its members.
Please support this request. You can vote for it here:

https://community.docusign.com/ideas/ability%2Dto%2Dexport%2Dtask%2Dgroups%2Din%2Dreports%2D25011

Please upvote so it gets created. It’s not that hard for Docusign to complete this.

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