Find and complete pending tasks

Pulley's task system is how the platform communicates what needs your attention. Whether you're an admin clearing your post-onboarding queue, a signatory reviewing a signature request, or a stakeholder accepting a grant, you access tasks the same way: through the clipboard icon in the top right corner of any Pulley page.

What you see when you get there depends entirely on your role.

The task notification system works the same way for all user types:

You'll also receive email notifications when new tasks are assigned to you. You can complete most tasks directly from the email link. For all task types, you can also log into Pulley and navigate to your task queue.

Tasks automatically clear once you complete the required action.

Your task queue shows only the tasks relevant to your role. The same clipboard icon, the same queue, different content.

One person can hold multiple roles simultaneously. A co-founder who is an admin, a signatory, and a stakeholder will see all relevant task types in a single queue.

Tasks are generated automatically based on workflow triggers, meaning you don't create them manually. They appear when documents need signatures, securities require approval, exercises need review, or agreements await acceptance.

Immediately after onboarding, expect a high task count. This is normal and not a sign that something went wrong. Pulley automatically generates e-certificates during onboarding for all previously issued shares, and each certificate needs an authorized signatory signature. When applicable, Sign Documents is almost always your highest task count right after onboarding. Completing these clears the queue for stakeholders when you eventually invite them; they'll see fully executed certificates rather than unsigned ones.

For a full explanation of why the post-onboarding task count is high, see Navigating your admin dashboard →

E-certificates and stock agreements awaiting your signature as an authorized signatory.

To sign an individual document:

To sign multiple documents at once using Sign All:

Transactions that have been started but not yet completed such as repurchasing unvested shares from a departed employee, for example.

An option holder has submitted an exercise request through their stakeholder portal and is waiting for admin approval.

For detailed guidance on the exercise request workflow, see Approve and review exercise requests →

Option agreements, RSA purchase agreements, or other equity contracts awaiting your signature. These are the agreements that govern the terms of the equity, distinct from e-certificates which prove ownership.

Regardless of whether you have admin access, signatory tasks work the same way: signature requests appear in your task queue and are accessed via the clipboard icon in the top right corner. The surrounding interface will differ (full admin dashboard vs. stakeholder portal view), but the process for completing a request is identical.

Signing multiple documents? If you have multiple signature requests pending, look for the Sign All button in your task queue to sign all pending documents at once rather than opening each one individually.

When a document is released for signature, you'll receive an email notification and an in-app task simultaneously. There is no required signing order, you can sign before or after the stakeholder.

A signatory must accept their initial invitation before they will receive any signature request notifications. If you're not seeing tasks or receiving emails, confirm you've accepted your invitation first. This is the most common cause of missed notifications.

For a complete walkthrough of the signatory request workflow, see Complete a signatory request →

Stakeholders access their task queue through the same clipboard icon, but their tasks are focused entirely on their personal equity.

When equity is issued to you, you'll receive an email notification and an in-app task to review and accept the grant. A preview of the certificate or grant document is visible before you accept.

Equity agreements, certificates, or other documents requiring your signature.

If you've received restricted stock and want to file an 83(b) election, a task will appear with instructions and a deadline.

If you're ready to exercise vested options, you can submit a request through your task queue or directly from your holdings view.

If you've been invited to Pulley but haven't accepted yet, this task will appear in your queue.

I don't see any tasks

Confirm you're logged in with the correct account. If you have multiple email addresses, the invitation may have been sent to a different one. Check your email for the original Pulley invitation to confirm which email address to use.

My task count is very high after onboarding

This is expected. See the admin tasks section above for context on the post-onboarding task surge. Use Sign All to batch-sign pending certificates and clear your queue efficiently.

I'm not receiving email notifications for tasks

For admins, check that email notifications are enabled at the company level under Company → Email → Settings. For signatories, confirm you've accepted your invitation as this is a prerequisite for receiving signature request notifications. Check spam and junk folders if notifications seem to be missing.

A signatory says they completed their signature but I still see it as pending

Ask them to confirm they completed both steps: clicking the email link and signing within the Pulley interface. Clicking the email link alone without completing the signature in Pulley does not clear the task.

I have two Pulley accounts and I'm seeing tasks in the wrong one

This happens when invitations are sent to different email addresses. Contact support (support@pulley.com) to help consolidate accounts or clarify which account to use.