Tasks

This article will show you how to use Tasks in your Passport to keep track of things you need to do.

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Open a Passport from the Passports page and click the "Tasks" tab.

You may need to click the three dots on the right side of the tabs menu to see the Files tab, especially if you are on a mobile phone.

The "Tasks" tab is where you can keep track of things that you need to do for your case. It might include things like uploading certain documents to the "Files" tab, or other tasks, depending on your case type. You can add additional tasks to stay organized as your case progresses.

Organizations who have access to your Passport can also add tasks, which will be things for you to do to help them provide you with services more quickly. Some tasks might have files, such as a form that needs to be completed.

How to add a task

1. On the "Tasks" tab, click the "Add New" button on the upper right of the screen.

2. Write a task name to help you remember what the task is about. A task name must be entered.

3. The "Task Details" field is optional. Be as descriptive as you can to help you remember what you need to do.

4. The "Task Status" and "Task Due Date" fields are optional. Use these fields to keep track of your progress and meet deadlines.

5. The "Task Files" field is optional. There may be files that go with the task such as application documents or court documents. Follow the steps below to add files.

   • On the "Task Files" field, click the "Add" button . You can upload up to five files at a time. Once you've added the files, click the "Upload" button .

   • If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.

6. Click the "Save" button .

7. After clicking "Save", you'll return to the "Tasks" tab.

8. To add more tasks, repeat steps 1 through 6.

How to view a task

1. On the "Tasks" tab, you will see a rectangle for each task. The rectangle displays the task name, status, and due date.

2. Click on a task to open it and view the details. To download a file in the task, follow the steps below.

   • Click on the small image of the file. A preview of the file will be displayed or you may see a message that says, "This file cannot be opened."

   • Click the "Download File" button (arrow pointing down) near the top right corner of the screen. The file will be downloaded to your device.

   • Click the "X" at the top right corner of the screen to close the file preview.

3. To go back to the "Tasks" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."

How to edit a task

1. On the "Tasks" tab, you will see a rectangle for each task. The rectangle displays the task name, status, and due date.

2. Click on a task to open it and view the details.

3. Click the "Edit" button .

4. Make updates to the fields as needed. To remove a file, click the "X" in the top right corner of the small image of the file.

5. Click the "Save" button to save your updates.

6. To go back to the "Tasks" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."

If you've started editing a task but decide that you don't want to keep the changes, click the "Cancel" button .

How to delete a task

1. On the "Tasks" tab, you will see a rectangle for each task.

2. Click on a task to open it and view the details.

   • On a computer 🖥️, click the "Delete" button on the upper right of the screen.

   • On a mobile phone📱, click the three dots to the right of the "Edit" button to reveal the "Delete" button. Click the "Delete" button .

3. Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the task. If you are sure you want to delete the task, click the "Delete" button . If you are not sure, click the "Cancel" button .

4. Once you click "Delete" the 2nd time to confirm that you want to delete the task, you may be directed to the "My Profile" tab in your Passport. To keep working on your tasks, click on the "Tasks" tab.