Add Equipment List Signatory with airSlate SignNow

Add Equipment List signatory

Task lists in DocuSign Rooms are central checklists of common action items and documents members can attach in their Rooms to ensure they complete everything they need to for every deal. Task lists are created by those with the appropriate permissions in the Company section. There can be as many as your company needs for all kinds of deals. Each task list will contain a list of tasks. When adding a task, a task name is required, but the rest of the information is optional. You can give it a due date that will correspond to dates listed in the attached Room's details tab, description, and define its settings. You can name the document placeholder if the task requires a document, and specify participants on the task. All tasks are automatically available to all room participants, but by using these fields, you can help narrow down who can complete the task, which non-active participants can stay informed of the task's activity, or who needs to review it, all of which are determined by role. While all of these are optional, a reviewer will be required if back on the details tab, you selected required task or requires review in the task settings. To create a tiered review for this task, you can add a review level. This means the task will need to be reviewed by the level one reviewer first, then level two, and so on. Last thing to consider is reminders. These reminders will also correspond to dates listed in the details tab. Keep in mind that any reminders you set for this task will trigger for everyone in the Room the task list gets attached to, so apply them with care. You can determine who has access to this task list by access level, and set the order the tasks will appear in the Room. Members can select which task lists to attach to their Rooms, and the tasks from the task list will populate the tasks tab and populate the documents tab with placeholders for tasks requiring documents for easy drag and drop.