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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

  1. 2Expand the correct membership profile or office.
  2. 3Review status, information, documents and acceptances inside the same card.

Complete an outstanding task

  1. 5Read the requested change or confirmation in full.
  2. 6For an acceptance, open the readable review version before confirming it.
  3. 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.
My profiles and open tasks | Clubbulc