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Access Tasks

May 22, 2026
Contributed by: 
P

To access the Tasks workspace:

  1. From the ShareFile left navigation menu, select Tasks.
  2. Select Request Lists to:
    • View all existing requests created within projects
    • Create standalone request lists.
  3. Select Forms to:
    • View all existing forms created within projects
    • Create standalone forms.

When you access Request Lists or Forms, the default view displays tasks assigned to you. You can clear this filter to view all tasks or refine the results using filters such as Created by, Client(s), Status, Due date, and Assigned to.

Tasks Filters

Task actions

Select More options next to each task to perform the following actions:

  • Send a reminder to the assignee
  • Change the task due date
  • Edit task details such as the title, description and due date
  • View task details such as the task name, status, progress, due date, assignee, client name and location

  • Delete the task

    Tasks Options

Access Tasks
May 22, 2026
Contributed by: 
P
May 22, 2026
Contributed by: 
P

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