My profiles and open tasks
Open every managed person and complete requested details, documents or confirmations in the right place.
Open the person and profile
- 2Expand the correct membership profile or office.
- 3Review status, information, documents and acceptances inside the same card.
Complete an outstanding task
- 5Read the requested change or confirmation in full.
- 6For an acceptance, open the readable review version before confirming it.
- 7The task disappears only after its underlying requirement has been completed successfully.
How to tell that it worked
- The completed task is no longer counted as outstanding.
- The related detail, document or confirmation shows its new status.
- Other people and profiles remain unchanged.
If it does not work
- The task remains open after saving.
- Open the task again and check that the linked detail, document or confirmation was actually completed. Then refresh the overview.
- The affected person is not visible.
- Check that you are in the correct club and signed in with the correct account. The person must be assigned to your account for management.