Dashboard

All Active: All tasks that are not complete (Done).

To Do: ‘It’s your turn to complete the task” This means its yours or the person’s tasks you are viewing (using a filter) turn to sign.

Draft: A task that you started but did not actually send.

Started: It is someone else’s turn to sign.

Overdue: All tasks require a due date so if the task is not completed by the due date by any signer on the task, it will be marked as overdue.

Awaiting Approval: If the ‘Auto-Approve” once all signers have signed is unchecked when the task is sent, it will move to this status once it has been signed by all. This allows the original sender to manually review and approve the task.

Done: All signers have completed the task and it has been approved automatically or manually.

Signer Statuses

The task overall has been started. This will also give you up to date responses & most recent submit date.

Click the > to see each signer on the task.

(Second Line) Reggie is the first signer of the task and the status is To Do. This means that is in the Reggie's email inbox and/or Edular to do’s for them to complete.

(Third Line) Oda is the second signer of the task and the status is Started. The status will change from Started to To Do after Reggie has completed his step/signed.

(Fourth Line) Cade is the final signer of the task and the status is Started. The status will change from Started to To Do after Oda has completed her step/signed.

*If the task is not set to Auto Approve after the final signer, the status will update to Awaiting Approval for the final signer.