Tasks in Engage rooms provide a centralized space to create, assign, and track work within a project. With built-in notifications and clear ownership, tasks define responsibilities, keep timelines visible, and support efficient collaboration.
Create a task
- Open the room.
- Go to the Tasks tab.
- Click
New and select a task type:
- Task
- eSign request
- Document request
- Fill in the task details and attributes.
- If the assignee doesn't have a Tresorit account yet, they must register.
- Click Create task.
Task types and attributes
- Task
- eSign request
- Document request
Use simple tasks to assign and track work within a room.
Title – Unencrypted by default to display clearly in email notifications. If encrypted, notifications show only the task ID.
Assignee – One assignee per task. Viewers cannot be assigned.
Description – Enter up to 500 characters.
Attachment – Attach files from your computer or SecureCloud. Documents can be previewed directly in the task.
Priority – Select Urgent, High, Normal, or Low.
Deadline – Uses a soft deadline, allowing completion after the due date. Reminders are sent two calendar days before the deadline.
Use eSign requests to collect simple or qualified electronic signatures.
- Only room Owners and Managers can create them.
- Signatures are included in the Engage license. If signature credits run out, admins can purchase additional credits in the Admin Center.
- Requests created in Engage don't appear in SecureCloud.
Title – Unencrypted by default to display clearly in email notifications. If encrypted, notifications show only the task ID.
Signer – Can be room members or external parties. Multiple signers are supported.
Description – Enter up to 500 characters.
Document: PDF files only. Files must not be encrypted or password-protected. You can select documents from your computer or SecureCloud.
Signature type – Choose eSignature or EU Qualified eSignature.
Priority – Select Urgent, High, Normal, or Low.
Deadline – Strict deadline; once passed, the signing link expires and the request can no longer be completed. Reminders are sent two calendar days before the due date.
Once attributes are set, customize the request as needed.
Use document requests to collect files from room members.
- Each request supports up to 100 files, with a total upload limit of 5 GB.
- Requests created in Engage don't appear in SecureCloud.
Title – Unencrypted by default to display clearly in email notifications. If encrypted, notifications show only the task ID.
Assignee – Only room members, except Viewers.
Description – Enter up to 500 characters.
Document location – Specify the folder in the room where collected files will be stored.
Priority – Select Urgent, High, Normal, or Low.
Deadline – Uses a soft deadline, allowing completion after the due date. Reminders are sent two calendar days before the deadline.
Manage tasks
- View
- Update status
- More options
Tasks are displayed with the following attributes: ID, Title, Comment, Type, Assignee, Status, and Priority.
Sort – Click any column header to sort items.
Reorder – Owners and Managers can custom-reorder the tasks.
Search – Find items by title.
Filter – Narrow down items by status, priority, assignee, type, or creator.
Available statuses: To-do, In-progress, In-review, Blocked, Cancelled, and Completed.
Task – Status must be updated manually. Only the assigned user can change it.
eSign request – Status updates automatically and switches to Completed once all signatures are collected.
Document request – Status must be updated manually by assigned users.
Hover over a task and click the three dots to:
Open – View full details of the task. Attributes can be edited directly from this view.
Edit – Update attributes, add comments, or edit attached DOCX documents. The assignee cannot be changed for eSign requests.
Duplicate – Create a copy in the same room. Modify its attributes as needed.
Delete – Permanently remove. Deleted tasks can't be restored.