ShareFile

Manage project tasks from the Client Portal

Article applies to:

  • Client contact (external user)

Use the following instructions to manage tasks in the ShareFile client portal.

  1. From your client portal, select the Select a project dropdown to choose a project for Open tasks.

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  2. Select the Open tasks tab to review items you need to complete.

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  3. Select the Completed tasks tab to review tasks you have completed.

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  4. Select the Files tab to review the files you have submitted.

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Manage project tasks from the Client Portal

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