Pending Review Tasks

Pending Review Tasks

After you complete a Task, it is moved to the Pending Review section.  After the firm reviews the Task and marks the it complete, it will be moved to the Archived section.


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      • Managing Tasks in FirmDash

        FirmDash allows you to manage and track Tasks while on-the-go! To view the Tasks page: Tap the menu icon (three lines) in the upper-left corner of the screen. Tap Tasks. View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of ...
      • Archived Tasks

        After your firm marks a Task complete, it will be moved to the Archived section of your Task page. 1. Click Tasks on the left side navigation.  2. Click the Archive tab at the top. Related article: Pending Review Tasks
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