Once your Task has been published, you can start to complete it.

Screenshot showing a task with multiple steps.

To tick off a Step, click on the circle with a tick in the top-left corner of the step box and the circle will go green.

If the circle has a plus in it, this indicates that you need to provide some information on the Step before it can be completed. Click on the plus and you will see which field is required - it will either be a prompt to upload a file or to enter some text.

Screenshot of a step that is asking for a P45 document to be uploaded.
Screenshot of a completed step.

If there is any reason why a Step cannot be completed, the user should select the circle with a cross. 

If the Step is an Essential Step, the circle will be red and you will be obliged to enter a reason to explain why the Step couldn't be completed.

Screenshot of a step where there's a dialog asking why the step can't be completed.
Screenshot showing a step that wasn't completed.

When a Step is marked with a tick or a cross, information about who did this and when displays on the Step. This allows you to see more easily exactly what happened.


A whole Task can only be completed when all of the Essential Steps have been ticked. When this happens, the progress circle at the top of a Task changes to show a grey tick inside it. 

Screenshot showing a progress circle that is two thirds completed.
Screenshot showing a progress circle that is mostly completed with a grey tick in the centre.

Press the tick and the whole task will be completed.

Screenshot showing a tick next to the name of the task.

Tasks are also automatically completed when all of the Steps have been completed, although you can choose to "uncomplete" the Task if you wish.

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