Completing a Task in the Task-Only Portal

Dave

Team Members can be set up with Task-Only Access.

The Team Member will receive an email from Click Boarding alerting them that they've been assigned a task.

In the email, click View Activities to open the Admin Portal login page.

Use your Click Boarding username and password to sign in.

The Team Member is responsible to complete the tasks on the list.

Click the radio button when the Activities are complete.

Click More Information to see any additional resources that may need to be referenced, relative to the checklist outside of Click Boarding.

Completing the Tasks in the Task-Only Portal is displayed in the Admin Portal in real time.