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Step-By-Step Guide

:

  1. After logging in to New Assurance, look for the 'Tasks' tab in the top right left corner

  2. Select 'Tasks' to head into the Task Library, or skip this step by selecting 'New Task' 

  3. In the Task Library, select 'Create Task' 

  4. Write a Task Name and Description
    Decide the 'Action Fill out the different fields for the Task details i.e. Title, Description

  5. Select the 'Task Category' the task will fall under. If you are unsure, please contact your consultant

  6. Decide whether you would like to Assign this task to a particular StakeholderUser

Video Guide

:

Click to see larger size


Need

more help?

 

 Image RemovedContact your CompliSpace Consultant Team

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CompliSpace Help Desk

Phone:1300 132 030
Email:helpdesk@complispace.com

 

Other resources

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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)

URL:http://www.complispacetv.com.au/

More Help?