Personal Dashboard: Tasks & Requests

Your Personal Dashboard is your quick overview of everything that needs your attention — and what you’re waiting for from others. The bell icon with a number in the top header tells you how many tasks are waiting — click it anytime to open your dashboard and see what you need to sign, approve, review, or acknowledge, plus what you’re waiting for from others.

What you can see and do on this page:

Tasks Assigned to You

When someone invites you to e-Sign, Approve, Review, or Acknowledge a document, it will appear as a task in your dashboard under clear sections. You can click on any of the requests to get straight to the decision making view!

Tasks You’re Waiting For (Your Requests)

Documents you have sent to others appear in the lower part of your dashboard. This shows everything you’ve asked others to sign, approve, review, or acknowledge that is still pending — so you can easily follow up if needed.

History of your decisions and requests

Use History of My Decisions to see all of your past actions — approvals, signatures, acknowledgements, and rejections. Or click History of My Requests to check the status of anything you’ve sent out that is still in progress or completed.