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Audience: Company contacts with access to an active onboarding workspace. Your provider decides which tasks, phases, forms, and supporting information you can see. The workspace separates work assigned to you from work your service provider is completing.

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Find your next task

  1. Open your onboarding workspace.
  2. Review the outstanding actions and your task sections, grouped by phase. Select a task to open it. Depending on the workspace layout, details appear in a dialog or expand in place.
  3. Read the instructions, due date, and any prerequisite work before submitting information.

Example task card in an MSP preview of the Company experience. Select a card under Next Client Actions to open the item; preview actions do not save real responses.

A Blocked task is waiting on prerequisites. The portal can show the items that must be completed first. You cannot unlock it by marking unrelated tasks complete; ask your provider if the prerequisite status seems wrong.

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Complete a checklist or simple task

1

Read the instructions

Open the task and confirm what work it asks you to perform.
2

Complete its checklist

When a checklist is present, select each item after doing the work. Each checkbox change saves immediately. You can correct a checkbox while the task is still editable.Complete all checklist items before the task’s completion button becomes available.
3

Finish the task

Select Mark Complete and wait for success. Selecting all checklist items is separate from marking the overall task complete.
For a simple task without a checklist, perform the requested work and select Mark Complete. Do not use completion merely to hide an item you cannot finish; ask your provider for help instead.

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Provide requested information

Some tasks have a text area for evidence or requested information. Enter a useful answer, review it, and select Mark Complete. Typing alone does not submit it, and an empty answer cannot complete a task that requires information. Use the specific upload, credential, signature, survey, meeting, or training controls when the task requests those actions. They have their own submission behavior; a general comment is not a substitute for required evidence.

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Save a form

1

Fill in the fields

Open the form task. Complete the required fields and choose available company records from the selectors when offered.
2

Save the entry

Select Save Form. Correct any validation message and submit again. Wait for Saved before leaving.Form fields are not saved as you type. If you edit a previously saved entry, select Save Form again to submit those changes.
3

Add or edit entries when allowed

A form configured for multiple entries provides One More. Use it to start another entry, then select Save Form. Select an Entry badge to load an existing entry for editing.A single-entry form does not provide One More. Ask your provider if you need to submit additional records.
If a selector says no options are available for the company, ask your provider to prepare the required records. Do not invent an identifier or put an unrelated value into another field.

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Discuss a task

Open the task’s comments area, enter your message, and use the send control. Wait for it to appear in the thread. Comments save separately from the task’s completion or form submission. Use comments for task-specific context, or Ask a Question for a general onboarding question. Do not put credentials in ordinary comments. Company contacts do not use the MSP’s internal-note controls.

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FAQs

The checklist and overall task completion are separate. Complete all items, then select Mark Complete.
No. Select Save Form. The same rule applies when editing a previously saved entry.
Only when the provider enabled multiple entries. Use One More when it is available; otherwise contact the provider.
Your workspace separates client tasks from provider progress. Complete the tasks assigned to you; the MSP manages its own work.
These client task controls do not provide a general reopen action. Ask your provider to correct or reopen the task if necessary.
No. Comments, Save Form, and Mark Complete are separate actions. Use the action required by that task.
It may be completed or otherwise no longer active, your session may have expired, or the task may be blocked. Check the displayed message and contact your provider. An MSP preview simulates interactions and does not save client submissions.
Your task progress and the overall onboarding status are different. The provider may still have work, reviews, or dependencies to complete before closing the workspace.