Completing a Task
An individual task, as well as a task in a task list, are both completed in the same way. When you complete a task, you can provide notes on how and when the task was completed to capture a history of the tasks associated with a contract, company, or project.
A task can be completed from the Upcoming Tasks portlet in your Dashboard or from the Tasks screen in a Contract, Company, or Project Profile, which is accessed by logging in to the program, or by clicking the Go To Task link in a task email notification and then logging in to the program.
Upcoming Tasks Portlet
Email Notification
Tasks Screen
- Open the Company, Contract, or Project Profile containing the task you want to complete.
- In the Links section of the Profile, click the Tasks link.
- Follow Steps 3-6 in Email Notification above.