Effectively managing task lists within TermSheet ensures team workflows remain organized, secure, and aligned.
Manage privacy settings, create new, update existing, and delete task lists.
📑Learn To:
💡Things to Consider
Task Roles are created in the workspace settings. Admin and Standard Roles can access Task Roles in Settings by default.
⚙️Steps
Add New Task Lists
- Navigate to Global Tasks via the main TermSheet header
or Object Tasks within a deal, property, or other object in TermSheet.
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Select the plus icon or (in cases where no existing task lists are available)the button in the center pane.
- Under the Template dropdown, select a template or leave as "No Template" to create from scratch.
- Enter a name for the Task List.
- Select "Create"
Toggle Task List Privacy
- Navigate to a Task List
- Select the ⁝ icon in the upper right hand corner of the task table, then select "Settings".
- Select the visibility dropdown to choose between a public task list and a private task list.
- Private Task Lists are only visible to Admin users and users who have been added to them via the + icon.
- Unlocked task Lists are considered public and are visible to anyone who has access to the deal (if deal tasks).
As a part of the initial rollout of this feature, an owner and team must be selected before changes can be saved to settings.
Rename or Delete Task Lists
- Navigate to a Task List.
- Select the ⁝ icon in the upper right hand corner of the task table, then select "Settings".
- To rename the task list, select the Task List Name text and begin typing.
As a part of the initial rollout of this feature, an owner and team must be selected before changes can be saved to settings.
Add Users to Task Roles
Deal and Property Task Roles are created as Deal or Property fields. Those fields must be added to Deal/Property Layouts to be utilized. Entering a user into the field of a Deal/Property Task Role will auto-fill that user as the assignee on tasks where that role has been assigned. Learn more about Task Roles.
- Navigate to deal/ property layout.
- Select a user from the dropdown of role fields on the deal/property layout.
- Select a user from the dropdown. Any section, task item, or key date that has been assigned to that task role will now be assigned to the user that was selected.
