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Tasks - Broker



 Tasks are an essential tool for keeping affiliated service team members, brokers, and agencies up to date on all that’s going on in BerniePortal. Once created, assign tasks to appropriate parties and they will automatically queue in their Tasks feature and Homepage panel, as well as in your own respective BerniePortal until they are deemed complete.

 

Choose a Tasks related item to learn more:

 




View a list of your tasks and their status


 

Or jump to one of this feature’s FAQs:

 

- How do I add and assign a task?


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