Home / BerniePortal Broker Help / Homepage - Broker / Tasks - Broker Homepage

Tasks - Broker Homepage



View, complete, and create tasks from your Homepage. A list of current tasks will be listed on the right with details including due date, subject, point of contact, employer, and the status of a task. Filter tasks by due date using the dropdown menu to highlight more urgent tasks.

 

FAQ: How do I create a task?

 

../../Screen%20Shot%202017-05-12%20at%201.56.33%20PM.png

Complete a task by clicking the grey “x” icon next to each task will take you to that particular tasks settings where you will be able to change the status of the task.

 

Use the dropdown menu to select “complete” or assign a new status for that task.

../../Screen%20Shot%202017-05-05%20at%2010.55.17%20AM.png

 

Return to Broker Homepage help




 RSS of this page