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My tasks

Any items that require an action from you will be listed on the Tasks page. Tasks are normally listed in date order, with the most recent one at the top. Your tasks can either be ones that require the approval of documents (such as your annual tax return) or ones that are general activities that your advisor needs you to do (such as send them your monthly receipts).

On your Tasks page, you'll see at a glance a list of tasks (which can be filtered), as well as each task's due date and other portal users who have also been assigned the task.