Tasks (Data Room Guides)

Tasks can be used to ask questions of internal teams such as subject matter experts or legal teams. If you are in a Work Group which has Tasks enabled, you will see a Tasks item under the Communication option:



Responding to a Task

Under the Work Group column it will show either just the Work Group name which means that anyone within that Group can respond to the Task, or the Work Group name and a specific User Name which means that the named User must respond to the Task; however, all other Users in the Group can add a comment.

Click Respond, enter your response and Send.


Once you have responded, you can update the response if necessary, or close the Task by clicking Complete.

Hannah is the author of this solution article.

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