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All categories ​>​ ​Product applications ​ > ​ ​Tasks

Tasks

What are task versions?

Task versions have their own statuses, check results, and task notes. When a task is first created, there’s only one version. A new version of the task is created every time a task expires. When a ta…

Updated 6 months ago by Ainsley

What are task expiry dates?

Learn how expiry dates are calculated, what happens when a task is nearing its expiry date, and what happens when the expiry date is reached.

Updated 1 month ago by Ainsley

Why do tasks pass automatically?

Learn why tasks pass automatically and how to see which checks are configured as Acceptance checks.

Updated 3 months ago by Ainsley

Add, review, and approve company associates

Learn how to use a verification list to onboard associates.

Updated 1 month ago by Ainsley

Edit company associates on a verification list

Learn how to edit officers, shareholders, trustees, and authorised persons on the verification list.

Updated 1 month ago by Ainsley

Remove company associates from a verification list

Learn how to remove officers, shareholders, trustees, and authorised persons from a verification list.

Updated 8 months ago by Ainsley

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