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Sharing a Task

If you need help from someone or want to gather their input, you can share your Task with them. This gives the person access to view your Task and the document you're working on.

How to share your Task

1. Open your Task.

2. Click [Share] button in the top-right corner.

3. In the Share Task dialog, enter the other person’s email address.

4. Click [Add] button.

Share Task - 1 (1).png

5. Click [Copy link] button, then send it to the person you want to share the Task with.

Share Task - 2 (1).png

Shared Task Link Availability

The Shared Task Link will become unavailable when:

  • You complete your Task.

  • You remove the person from the Share Task dialog.

Document access level

When you share your Task with another person, their access to the document depends on your Task Role:

Your Task Role

Their document access level

Approving Editor

  • Can make suggestions

  • Can write comments

Editor

  • Can make suggestions

  • Can write comments

Commenter

  • Can write comments

Reviewer

  • Can write comments

Approver

  • Can write comments

Signer

(Signer cannot share their Task)

Recipient

(Recipient cannot share their Task)

Task Responsibility

Even when you share your Task with another person, you remain responsible for marking it as Complete. The other person will have view access to your Task and limited access to the document, but cannot complete the Task on your behalf.

If you need to transfer the responsibility for completing your Task to someone else, consider reassigning the Task: Reassigning a Task

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