Monitoring Activity Completion
See whether assigned work is getting done.
The Activities list shows status, priority, dates, and upload counts for every activity, which you can sort and filter to find what is overdue.
Advisors also see completion progress for their own matches in each workspace.
Please note: Progress is tracked through an activity's status, discussion threads, and uploads rather than a separate submit step.
Recipients cannot mark their own work done unless they have edit rights on the activity, so in most portals keeping statuses current is an administrator or sender task. Use the … menu in the Actions column to open Edit Activity, set the Status field, and select Update Activity.