Complete tasks from your Home page dashboard

Reviewing your assigned tasks can be done from the Home main menu tab. Here is how you can access your task overview, after logging into your Contractbook account.

  • Click on Home from the main navigation menu tab.

  • Locate the My tasks widget directly on your dashboard overview.

  • Click on a specific task from the list to open the related document and complete the required action.

How to manage task from the Home page

  • Click the checkmark circle next to a task to mark it as done directly from your home dashboard.

  • Click the gray See all tasks button at the top right-hand corner of the widget to jump directly to the Assigned to me tab on your Tasks dashboard and get an overview of all tasks awaiting your actions and final completion.

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