Complete tasks and forms
From your profile page, you can complete tasks that are assigned to you. This can include anything from a recurring 1:1 form or a one-time engagement survey.
Employee tasks display differently in ChartHop Basic.
As an employee, when viewing your own profile, you can see all of your assigned forms listed under the Complete tasks dropdown. Forms listed under Complete tasks can be either recurring or one-time tasks.
To complete a task:
- From the left sidebar, select your profile icon.
- Select My profile.
- From your profile page, select the Complete tasks ▼ dropdown.
- Select a form or task to complete.