Interacting with Tasks During Your Review

Throughout the review process, you will be required to complete certain Tasks, some of which request that documents be uploaded to them. You can find all of the notifications on the top right corner of your screen. Clicking on the bell icon will present a page of Unread and Read notifications.

The Reviews page under the Certify tab on the left side, will show you what stage of the process you are currently in, as well as a list of current and future tasks. If any tasks require action from you, they will have a notification bell attached to them 

Clicking on a Task will expand it and open up the activity section. You’ll find comments and/or instructions from B Lab Staff here (see: 1). If a document upload is being requested in the comment, click on the paperclip (see: 2), select the requested document from your device, provide a brief description of what the document contains, and then be sure to click the Send button (see: 3)

The platform will notify your analyst when you complete certain tasks or upload documents. Therefore, it’s important that you upload requested documentation within the application and DO NOT send documents via email. 

The Notifications list will show any tasks or questions that were commented on by B Lab staff and that likely require something from you. Once you expand them, the notification bell will disappear. However, they will remain marked as “Read” on the Notifications tab until your review closes.