Tresorit Engage Rooms offers a secure, end-to-end encrypted workspace for organizing and sharing files with clients and partners. The Tasks tab enhances project management by providing a centralized platform for task creation, assignment, status tracking, and notifications. This feature clarifies responsibilities and timelines, facilitating collaboration and boosting stakeholder productivity.
What you can do in Tasks
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- Add: Create tasks with specific details and assign them to team members.
- Review: View tasks by ID, title, assignee, and status.
- Search: Quickly find tasks by searching their titles.
- Filter: Narrow down tasks by status, assignee, or type.
📝 Note: Tasks cannot be moved between rooms. However, you can transfer task ownership by adding the new owner to the room – this will grant them access to all content.
Task types and their attributes
- Task
- Document request
- eSign request
Simple tasks help you track and manage responsibilities within a room.
- Title: By default, titles are unencrypted, so they appear clearly in email notifications. You can encrypt the title – in that case, notifications will refer to the task ID instead.
- Status: Assignees can manually update the task status as they progress.
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Assignee: The person who should complete the task. Assign tasks to one or multiple users (up to 100).
📝 Note: If an assignee appears grayed out, they have been assigned the task but have not yet registered with Tresorit. Learn more about how sharing works in Engage Rooms.
- Description: Provide task details in up to 500 characters.
- Attachment: Add files from your Tresorit folders or your computer, and view attached documents directly within the task.
- Deadline: Tasks have soft deadlines – assignees can still complete tasks after the due date. A reminder will be sent two calendar days before the deadline.
Document requests are designed to collect files from room members securely.
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Attributes: Like simple tasks, including a title, description, and deadline.
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Assignee: Only members of the room can complete a document request.
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Document location: Define where you'd like to collect the requested files.
- Restrictions: Maximum total upload size: 5 GB, maximum number of files per request: 100.
📝 Note: Document requests are tracked exclusively within Engage and do not appear in the SecureCloud File Request tab.
eSign requests integrate Tresorit's signing solution, allowing you to collect simple or qualified electronic signatures from partners and clients.
- Status: Updates automatically – the request will be marked as completed once all signatures are collected.
- Signer: Any room members and external parties can sign documents – in such cases, the signing link must be shared via a secure channel.
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Attachment: Only PDF documents can be used. Ensure that files are not encrypted or password-protected. You can select documents from your computer or Tresorit folders.
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Deadline: eSign requests have hard deadlines – once passed, the signing link expires, and the request cannot be completed. A reminder is sent two calendar days before the due date to keep everyone on track.
- Restrictions: Only room Owners or Managers with available eSign credits can create requests. An eSign license is required to create signature tasks. If credits run out, an error will appear – admins can top up credits in the Admin Center.
📝 Note: eSign requests are tracked exclusively within Engage and do not appear in the SecureCloud eSign tab.