Task Group Reporting

Question

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.

LglOps · Accepted Answer

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.

sjk_HTX · Answer

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.

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