How to Search Team Member Tasks as Admin

The admin console in DottedSign allows admin to have full control over team members tasks to monitor their productivity and thus, increase team efficiency. To keep yourself posted on team members’ work progress, you may use the tracking system to track members’ tasks easily in the Task Management (to learn more about the tracking system, please visit: Tracking Each Member’s Task Progress).

As the admin of your team, you can access all of your team member’s tasks in the admin dashboard. You will be able to track the status of each task and manage the task accordingly. To find out more information about your team member’s task, please see the below steps to search the task.

1. Go to the “Admin Console”.
2. Click “Management” under the “Tasks”.
3. Select “Task List” or “Archive” to change the type of tasks you are searching for and use the search feature to quickly locate the document. There are three ways to search for the task.

Method 1: Search by Task Name

1. Key in the keyword or the full document title in the search tab.
2. Set a time period and click search. 
3. Locate the document you’re looking for from the result.

Method 2: Search by Signer

1. Select “Signer” on the right-hand side to change the search settings.
2. Key in the signer’s name that was assigned to the document in the search tab.
3. Set a time period and click search. 
4. Locate the document you’re looking for from the result.

Method 3: Search by Team Member

1. Select the team member who is associated with the document you want to look for.
2. Set a period and click search. 
3. You will see all the tasks owned by the selected team member and each of their task status.