Task List: assign forms and questions, send 1 email notification

When you assign forms, signatures, and risk data to customer collaborators, your customer collaborators receive a personalized task list that shows all incomplete tasks they need to complete. You can build a task list for your collaborators and withhold notifying them until you're ready to trigger a single task list email.

When you assign forms or signatures to a customer or agent collaborator, we automatically add those tasks to their task list. There's no explicit action needed. It's up to you to choose when to notify your collaborators.

To add entire forms or a subset of form questions to a task list, go through the normal Assign & Share flow. When you get to the Would you like to notify step, deselect the Notify checkbox. This ensures that your form or questions will be assigned, but your collaborator won't be notified.

Coming soon...

You can preview a collaborator's task list from several locations:

The task list is scoped to the current risk profile that you're viewing. i.e. if the customer belongs to multiple risk profiles or the agent has work assigned to them across multiple risk profiles, the task list only shows tasks that are applicable to the current risk profile.

When you're ready to send your task list, you can either send a task list to a single user by selecting Notify. Alternatively, you can select the Notify All option on the Forms or Collaborators pages.

Note: for our initial release in Fall 2025, we are unable to support recurring reminders on task list emails. You can continue to use our existing recurring reminders system for individual forms and signature packets.

Your collaborators will receive an email that lists all In Progress forms and signatures assigned to them. Your agent name, agency, email, phone number, collaborator message (if included), and task list updated timestamp are included in the email. Selecting View Tasks will navigate your collaborator to their task list.

To copy a link to a collaborator's task list, check out our knowledgebase article.