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, so it appears clearly in email notifications. If you choose to encrypt it, notifications reference only the task ID.
Assignee: One assignee per task (except Viewers).
Description: Up to 500 characters.
Attachment: Attach files from your computer or Tresorit folders. Attached documents can be previewed directly in the task.
Deadline: Uses a soft deadline, so assignees can complete the task after the due date. A reminder is sent two calendar days before the deadline.
Use eSign requests to collect simple or Qualified electronic signatures.
- Only room Owners and Managers can create eSign requests.
- Signatures are included in the Engage license. When available signatures are used up, an error message is displayed, and admins can add additional credits in the Admin Center.
ℹ️ Customize eSign documents to your needs.
Title: Unencrypted by default, so it appears clearly in email notifications. If you choose to encrypt it, notifications reference only the task ID.
Signer: Can be room members or external parties. Multiple signers are supported.
Description: Up to 500 characters.
Document: PDF files only. Files must not be encrypted or password-protected. You can select documents from your computer or Tresorit folders.
Signature type: Choose eSignature or EU Qualified eSignature, depending on your needs and available credits.
Deadline: Uses a hard deadline; once passed, the signing link expires, and the request can't be completed. A reminder is sent two calendar days before the due date.
ℹ️ eSign requests created in Tresorit Engage don't appear in the SecureCloud.
Use document requests to collect files from room members.
- Each request supports up to 100 files, with a total upload limit of 5 GB.
Title: Unencrypted by default, so it appears clearly in email notifications. If you choose to encrypt it, notifications reference only the task ID.
Assignee: Only room members, except Viewers.
Description: Up to 500 characters.
Document location: Specify the folder in the room where the collected files should be stored.
Deadline: Uses a soft deadline; files can be submitted after the due date. A reminder is sent two calendar days before the deadline.
ℹ️ Document requests created in Tresorit Engage don't appear in the SecureCloud.
View tasks
Sort: By task ID, title, type, assignee, or status.
Search: Works for title only.
Filter: Narrow tasks by status, assignee, or type.
Status: To-do, In-progress, Completed.
Manage tasks
Hover over a task and click the three dots to:
Edit: Change all attributes except the assignee.
Duplicate: Create a copy in the same room. Modify its attributes as needed.
Delete: Permanently remove. Deleted tasks can't be restored.
ℹ️ You can comment on tasks and edit DOCX documents.
Update task status
- Task
- eSign request
- Document request
Status must be updated manually.
Only the assigned user can update the task.
Status updates automatically; marked Completed once all signatures are collected.
Status must be updated manually.
Only assigned users can change the status.