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Idea Submitted

Ability to export task groups in reports

Categories:Admin Tools
  • August 1, 2025
  • 7 replies
  • 68 views

we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review. 

7 replies

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  • Troubleshooter
  • 14 replies
  • August 13, 2025

We have implemented a DoA also using numbers so depending the value of the contract other internal people need to sign off. This is just a csv file in Docusign so I can download the values. However, not having any option the download the task group is something that is dearly missed. I do think that Docusign needs to give us a standard report to export the task groups including the users therein. Is there another way to get to this ‘report’? For now I have not found the option to create it myself.


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  • Community Moderator
  • 1525 replies
  • August 13, 2025
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

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  • Troubleshooter
  • 8 replies
  • August 14, 2025

At a minimum an additional column in the standard CLM Users report would be welcome, right?


 


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  • Troubleshooter
  • 14 replies
  • August 14, 2025

@damian, that would also be an option to show all task groups in the CLM User report. The only drawback is that this report would not show the task groups without any members. So I would like both options.


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  • Active Voice
  • 3 replies
  • August 14, 2025

Please! This would be a HUGE time saver for administrators. Task groups are used for workflows and agreement approvals. Other suggested options (ie security groups) do not work. 


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  • Troubleshooter
  • 14 replies
  • September 17, 2025

Is there any news to be shared on this? Reports related to the Task Groups are dearly needed. It should not be that hard to create. Either allow us to create these reports or our own...or provide them as default reports. Either way is fine.


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  • Troubleshooter
  • 14 replies
  • October 17, 2025

It’s very quiet related to this request. Can anyone share an update on this? Will this request be implemented?