Tasks and Requests
Learn how to complete tasks, respond to information requests, submit work, and track progress.
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Understanding the Tasks page
What tasks page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding the Requests page
What requests page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What is the difference between a task and a request
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to open a task
Step by step guidance for opening a task in the Tasks page.
1 min read · Updated 2026-07-28
All tasks and requests articles
Understanding the Tasks page
What tasks page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding the Requests page
What requests page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What is the difference between a task and a request
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to open a task
Step by step guidance for opening a task in the Tasks page.
1 min read · Updated 2026-07-28
How to complete a task
Step by step guidance for completing a task in the Tasks page.
1 min read · Updated 2026-07-28
How to upload documents to a task
Step by step guidance for uploading documents to a task in the Tasks page.
1 min read · Updated 2026-07-28
How to add a comment to a task
Step by step guidance for adding a comment to a task in the Tasks page.
1 min read · Updated 2026-07-28
How to respond to an information request
Step by step guidance for responding to an information request in the Tasks page.
1 min read · Updated 2026-07-28
How to mark a task complete
Step by step guidance for marking a task complete in the Tasks page.
1 min read · Updated 2026-07-28
Why a completed task reopened
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to check task status
Step by step guidance for checking task status in the Tasks page.
1 min read · Updated 2026-07-28
What task priority means
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How task deadlines work
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to ask a question about a task
Step by step guidance for asking a question about a task in the Tasks page.
1 min read · Updated 2026-07-28
Why a request needs additional information
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How to update a submitted response
Step by step guidance for updating a submitted response in the Tasks page.
1 min read · Updated 2026-07-28
How to report an incorrect task
Step by step guidance for reporting an incorrect task in the Tasks page.
1 min read · Updated 2026-07-28
How to find completed tasks
Step by step guidance for finding completed tasks in the Tasks page.
1 min read · Updated 2026-07-28
How to filter tasks
Step by step guidance for filtering tasks in the Tasks page.
1 min read · Updated 2026-07-28
How notifications work for tasks and requests
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.