Interacting with Tasks During Your Review

Modified on Thu, 20 May, 2021 at 2:56 PM

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 required tasks within the active Review tab on your dashboard (see: 1). When one of these tasks requires that you take action or upload a document, it will also appear in your notifications (see: 2)

The Review page 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 (see: 3)

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: 4). If a document upload is being requested in the comment, click on the paperclip (see: 5), 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: 6)

**Our platform is smart and will notify us 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. 

Efficiency Tip:

For an even quicker way to view any questions or tasks that require action from you, click on Notifications. This will take you to a list of 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. 


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