Tasking & E-Sign


Cover the Tasking Review Session and the Electronic Signature (E-Sign) Review Session to gather necessary information and identify any gaps.


Review the standard  WebChart workflows and gather information needed for system setup of tasking and electronic signature.

Agenda - 1 Hour

  • Demonstrate Tasking
    • Overview
      • Task List Module
        • Your Task List
        • Delegated
        • Fast Tasks
          • Phone Notes
        • Tasklist Events
        • Task Search
      • System Configuration
        • Fast Task Templates
        • Tasklist Event Rules
  • Demonstrate E-Sign Functionality
    • System Configuration
      • Esign Editor Rules


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configurations, update percentage complete and dates on project plan, and prepare for subsequent meetings.

WebChart Documentation

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