How to Search Team Members’ Tasks as Admin

DottedSign’s Admin Console allows the admin to have full permission control over team members to monitor their signing tasks and, thus, increase team efficiency. As the Admin, to keep yourself posted on team members’ work progress, our Task Management dashboard is your go-to place to track members’ tasks easily (Learn more: Tracking Each Member’s Task Progress).

Below are the instructions demonstrating how to find your and your member’s tasks in the Task Management dashboard.

1. Go to the “Admin Console”.
2. Click “Management” under “Tasks”.
3. Select “Task List”, “Archive”, or “Trash” depending on the status of the task you want to search for.
4. There are four ways to search for the task:

Method 1: Search by Document Name

1. It’s a default search setting. You could also select “Document” from the search settings if you are switching from another search setting.
2. Type in the document title, or any keyword in the document title in the search tab.
3. Set a time period and click search. 
4. The document with the matched input will be displayed in the result.

Method 2: Search by Signer

1. Select “Signer” from the search settings.
2. Type in the signer’s name that was assigned to the document in the search tab.
3. Set a time period and click search. 
4. The document with the corresponding signer name will be displayed in 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.

Method 4: Search by Field Search Key

1. Select “Field Search Key” from the search settings.
2. Type in the “key” of the field in the search box, which is the keyword given by the task owner in this task’s advanced field properties settings (To learn more about how to set the field key in creating a task, please visit: Advanced Field Property Settings)
3. Type in the “value” of the field you want to search, which is the value entered by the signer in that particular field. 
4. Set a time period and click search. 
5. The document with the corresponding field key will be displayed in the result.

*Note: 

1. The Search Field Key feature is only available when you request others’ signatures (sent via Get Signature mode). It is not available when you sign the task yourself (Sign Yourself mode) nor when requesting face-to-face (signed via the Front Desk Signing mode).

How to Download My Search Result

Once you’ve located the tasks, you may want to go further and download the search result to have a closer look. Please see the following steps to download your search results:

1. Click on the “CSV Export” after the search result is displayed. 
2. Click “Download”.
3. You will find the Excel sheet stored in your downloads folder.