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This guide helps Company contacts find their assigned onboarding work, complete checklists, provide requested information, and save form entries.

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Before you start

  • You need access to an active onboarding portal. See Open your onboarding portal.
  • Your IT provider decides which tasks, phases, and forms you can see. Your portal separates work assigned to you from work your provider is doing.

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Find your next task

1

Open your portal

Open your onboarding portal.
2

Look at Needs your attention

This list at the top shows what is waiting on you. Select an item to open it. When nothing is waiting, it says You are caught up.
3

Or open Your Tasks

Open Your Tasks to see everything assigned to you, grouped by phase. Select a task to open it. Depending on how your provider set up the portal, details open in a pop-up or expand in place.
4

Read before you act

Read the instructions, the due date, and any work that must be finished first.
Secure file request task card with its phase and an open arrow in an MSP preview

An example task card in an MSP preview of the client portal. Select a card to open the item. Preview actions are not saved.

A task marked Blocked is waiting on other work. The portal shows the items that must be done first. Marking unrelated tasks complete does not unlock it. If the status looks wrong, ask your provider.

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Complete a checklist or simple task

1

Read the instructions

Open the task and check what it asks for.
2

Check off the checklist

If the task has a checklist, select each item after you do the work. Every checkbox saves right away, and you can change it while the task is still open. Finish all items before the completion button turns on. The portal says Complete all items to enable task completion.
3

Finish the task

Select Mark Complete and wait for the success message. Checking every item is separate from marking the task complete.
For a simple task with no checklist, do the work and select Mark Complete. If you cannot finish a task, ask your provider for help instead of marking it complete.

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Provide requested information

1

Type your answer

Some tasks have a text box that says Provide the requested information…. Enter a useful answer.
2

Submit it

Select Mark Complete. Typing alone does not submit anything, and an empty answer cannot complete a task that needs information.
When a task asks for an upload, a credential, a signature, a survey, a meeting, or training, use that task’s own controls. A general comment does not replace required evidence. See the guides in Related guides.

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Save a form

1

Fill in the fields

Open the form task and complete the required fields. When a field offers company records, pick from the list.
2

Save the entry

Select Save Form. Fix any validation message and select it again. Wait for Saved before you leave. Fields do not save as you type. If you edit a saved entry, select Save Form again.
3

Add or edit entries

If the form allows several entries, select One More to start another, fill it in, and select Save Form. Select an Entry badge to open an existing entry for editing.
A form that allows only one entry has no One More button. Ask your provider if you need to submit more records. If a list says no options are available for your company, ask your provider to prepare those records. Do not type an unrelated value into another field.

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Discuss a task

1

Open the comments

Open the task and find its comments area.
2

Write and send

Select Add comment, write your message, and select Send comment. Wait for it to show in the thread.
Comments save on their own. They do not complete a task or submit a form. Use a comment for task-specific questions, or Ask a Question at the top for a general question. Do not put passwords in comments. Your provider’s internal notes are not shown to you.

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Troubleshooting

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Frequently asked questions

No. Check every item, then select Mark Complete.
No. Select Save Form, including after you edit a saved entry.
Only when your provider turned that on. Use One More when it shows.
No. Complete the tasks assigned to you. Your provider handles its own work.
No. Comments, Save Form, and Mark Complete are separate.
Not necessarily. Your provider may still have work, reviews, or dependencies to finish before it closes the portal.