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Submit a task after completing its checklist

Checking items records checklist progress; Submit for review sends the task for review.

Updated 2026-11-11

Completing every visible checklist item does not by itself submit a service task. The checklist records progress within the task, while Submit for review is a separate action.

Read the description and comments, finish the requested work, and confirm that your checklist changes saved. Add a comment if the team needs context about what you supplied or anything that remains unresolved.

Choose Submit for review when the task is ready. A successful submission shows Task submitted for review and closes the details panel. The task can then remain open with Institution while its contents are reviewed.

If you do not see the submission action, check the current status. Tasks already waiting on staff or completed are not handled as editable client tasks. Do not create a duplicate task to force another submission. If you checked the wrong item or discover missing information after submitting, explain it in a comment and ask the team how to correct the existing task.

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