Users receive notifications about tasks via the Newsfeed or by accessing the Tasks menu from the homepage of a desktop or mobile device. The below sections include examples of tasks users may encounter.

Tasks

Documents

• Document tasks involve filling in custom fields e.g. name, date of birth. Doc tasks may also include digital signatures.

Forms

• Tasks include form filling and feedback. Submit responses immediately or save progress and complete later.

Uploads

• Upload instructions specify type of doc required for upload. It may include additional details e.g. format and naming conventions.

Related articles

• Newsfeed
• Messaging