Steps to complete a task
Navigate to the Tasks tab on the left hand side of your Portal
Once there you will see a section titled Tasks - Inbox listing every task currently due or overdue
From this view you are able to adjust the time frame of tasks you are seeing by selecting the from the list of tabs below the Due Today box
Find the task you are trying to complete by filtering by entity/holding/account, searching for the task by name, or scrolling through the list of tasks
You can filter or search using the funnel and magnifying glass icons on the right hand side of the portal
Once you have found the task, navigate to the left side of your screen and click Details next to the Entity column, which will depend on the activity type
Once you have accessed the Task page, you will see a check box on the right side of your screen under the Task heading
Once you click the check box, you will be prompted to confirm that the task has been completed, add a date of completion, or fill out contact details
Once you have confirmed the date or contact details, your task will be complete and move to the Completed section
To Complete Tasks in Bulk
Select each Task line item you want to complete using the check boxes on the left side of the table, or the "Select All" checkbox at the top left of the table
Select the "Mark As Complete" button that will appear in the top right of the table once you have selected the Task line items
Finally, a pop-up will appear that lists the Tasks you are going to complete. Select the as-of date for the Task completions, and select Confirm
