Tasks & Compliance
My Tasks vs All Tasks
- My Tasks — shows only tasks assigned to you. Use this for your daily work.
- All Tasks — shows tasks across the whole team. Useful for managers tracking overall progress.
Switch between the two views using the tabs at the top of the Tasks page.
[Screenshot: tasks page with My Tasks / All Tasks tabs]
Task Statuses
| Status | What It Means |
|---|---|
pending | Task created but work hasn't started yet. |
in_progress | You're actively working on it. |
waiting_on_client | You need something from the client before you can continue. |
completed | Work is done and the task is closed. |
cancelled | Task was cancelled — no further action needed. |
Compliance Workflow
Compliance tasks follow a structured status flow:
- Scheduled — Task is on the calendar, not yet started.
- In Progress — Work has begun.
- Needs Your Action (client-facing) — You're waiting on the client for documents or approval.
- Done — Filing is complete.
Changing a compliance status automatically updates the linked task status — you only need to update one.
Definition of Done
Before marking a task as completed, make sure:
- All required documents are uploaded and accepted.
- Any client approval has been received.
- The filing or deliverable has been submitted.
- Notes are updated with the completion date or reference number.
Client Notifications
When you set a compliance item to Needs Your Action (i.e., you're waiting on the client), the portal automatically sends the client an email notification. You don't need to contact them separately — they'll receive a clear message telling them what you need.