Thursday, March 2, 2017

How to complete my tasks?

To complete your task, please follow the instructions below:

  1. Go to Task List, and click View alongside the task to be completed.

[You will then be navigated to the record to complete the task]

  1. In the top right corner, under Task List, click View.

  1. Action the task.

  1. Click Complete Task.

  1. Once your tasks are complete, you will be navigated back to the record. Here you will see: There are no Tasks.

[Please note: The next task could well be with another user to complete. Only Supervisors for the module can see all tasks related to each record]

If you are still having trouble, please do not hesitate to contact our Client Services Team on: 01829 731 200, alternatively you can send an email to: