Your Tasks

Your Tasks can be found on the Things I Need to Do tile on your home screen. By clicking on the tile, you will see a list of tasks you need to complete.

The Things I Need to Do tile on your home screen will display the number of tasks you have to complete.

View Your Task List

1. Click the Things I Need to Do tile on your home screen.
2. Scroll down to view Your Tasks list.

Complete a Document

Signing a Document is only available in Penelope version 4.12.1.0 and above.

1. Click the Things I Need to Do tile on your home screen.
2. Click Complete the Document for the relevant Task. 
3. Answer the questions in the Document.
4. Click Next.
5. Review your answers and click Sign (if applicable).
6. In the Signature box sign with your mouse, stylus or finger (depends on device).
7. Click Submit.

Once the Document has been submitted, you will see a preview of the Document. You can also print the Document by clicking Print this Assessment. A new window will open. To print press CTRL+P (Windows) or CMD+P (Mac).

Print a Completed Document (at a later date)

If you need to print a Document at a later date, please follow the instructions below.

1. Click the My Services tile on your home screen.
2. Select the Timeline tab.
3. Click the relevant Task.
4. Click Print this Assessment. A new window will open.
5. To print press CTRL+P (Windows) or CMD+P (Mac).
6. Close window when finished printing.

Show the Task Message in Your Inbox

1. Click the Inbox tile on your home screen.
2. Select the Task in the list of messages.

To quickly filter for Tasks, use the Show Inbox Options button. For more information see: Filtering Your Messages.

Once the Document has been completed, you can return to the message in your Inbox and reply if necessary.