Step-By-Step Guide
:- After logging in to New Assurance, look for the 'Tasks' tab in the top right left corner
- Select 'Tasks' to head into the Task Library, or skip this step by selecting 'New Task'
- In the Task Library, select 'Create Task'
- Write a Task Name and Description
Decide the 'Action Fill out the different fields for the Task details i.e. Title, Description - Select the 'Task Category' the task will fall under. If you are unsure, please contact your consultant
- Decide whether you would like to Assign this task to a particular StakeholderUser
Video Guide
:Click to see larger size
Need
more help?
Contact your CompliSpace Consultant Team
CompliSpace Help Desk
Phone: | 1300 132 030 |
---|---|
Email: | helpdesk@complispace.com |
Other resources
CompliSpace TV
Contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems.
Requires a login to access (can be requested from the Help Desk)