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Action Types Overview

Your portal may include several types of actions depending on your onboarding process. Each type has a different way to complete it. [SCREENSHOT: Action center showing different action types with icons] Caption: Different action types are indicated by icons and labels

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Task Categories

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Customer Actions

Tasks that require you to do something:
Action TypeWhat You Do
FormsFill out questionnaires, provide information
DocumentsUpload required files
AssetsUpload brand assets, logos, images
ReviewsReview and approve content
MeetingsAttend scheduled calls
These tasks show an action button you can click.

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Vendor Actions

Tasks your success team handles:
Action TypeWhat Happens
ConfigurationTeam sets up your account
Content creationTeam creates materials for you
IntegrationTeam connects your systems
DocumentationTeam prepares guides
You can see these for visibility, but no action is needed.

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Completing Tasks

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Finding Your Tasks

Tasks requiring action appear in:
  1. Action Center - Current phase tasks
  2. Urgent Tasks - Blocked/overdue items
  3. Phase Accordion - All tasks by phase

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Taking Action

1

Identify the Task

Look for tasks with an action button or “Action Required” badge.
2

Click the Task

Click the task card or action button to open it.
3

Complete the Action

Follow the specific instructions for that action type (form, upload, etc.).
4

Submit

Click the submit/complete button when finished.
5

Verify Completion

The task should now show as completed in your timeline.

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Form Actions

Complete questionnaires and data collection forms.

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Filling Out Forms

1

Open the Form

Click the form task in your action center.
2

Complete All Fields

Fill in each field. Required fields are marked with *.
3

Review Your Answers

Check that all information is correct.
4

Submit

Click “Submit” to send your responses.
[SCREENSHOT: Form being filled out in portal] Caption: Complete all required fields before submitting

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Form Field Types

Field TypeHow to Complete
TextType your answer
TextareaType longer response
DropdownSelect from options
Multiple choiceSelect one or more options
CheckboxCheck yes/no
DateSelect a date
FileUpload a document

Forms & Surveys Guide

Detailed guide to completing forms

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Document Uploads

Submit required documents and files.

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Uploading Documents

1

Open the Upload Task

Click the document upload task.
2

Select Files

Either:
  • Click “Browse Files” to select
  • Drag and drop files onto the upload area
3

Wait for Upload

Progress bar shows upload status.
4

Confirm

Verify the file appears in the uploaded list.
[SCREENSHOT: Document upload interface] Caption: Drag and drop or browse to upload files

Uploading Documents Guide

Detailed guide with file requirements

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Asset Uploads

Submit brand assets like logos and images.

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What Are Asset Requests?

Your success team may need:
  • Company logo (various formats)
  • Brand colors
  • Marketing images
  • Profile photos
  • Product screenshots

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Uploading Assets

1

Open the Asset Request

Click the asset upload task.
2

Review Requirements

Check the requested specifications:
  • File format (PNG, SVG, JPG)
  • Dimensions (e.g., 512x512px)
  • File size limits
3

Upload Files

Upload each requested asset.
4

Submit

Click “Submit Assets” when all items are uploaded.
Upload the highest quality assets available. They can always be resized down, but not up.

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Review Actions

Review and approve content created by your success team.

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What Might Need Review?

  • Email templates
  • Training materials
  • Configuration settings
  • Documentation drafts

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Completing Reviews

1

Open the Review Task

Click the review task.
2

Review Content

Carefully read through the provided content.
3

Provide Feedback

If changes needed:
  • Add comments
  • Mark sections needing revision
  • Explain requested changes
If approved:
  • Click “Approve”
4

Submit

Submit your feedback or approval.

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Meeting Actions

Attend scheduled calls and meetings.

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Meeting Tasks

Meeting tasks typically show:
  • Date and time
  • Duration
  • Meeting link (Zoom, Google Meet, etc.)
  • Agenda or purpose

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Attending Meetings

1

Check the Details

Note the meeting time (check timezone).
2

Add to Calendar

Click the calendar link to add to your calendar.
3

Join on Time

Click the meeting link at the scheduled time.
4

Mark Complete

Some meetings auto-complete; others may need manual completion.
Meeting tasks may be marked complete automatically after the scheduled time, or require manual confirmation.

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Task Statuses After Completion

After you complete a task:
StatusMeaning
CompletedTask is fully done
SubmittedAwaiting review by your success team
Pending ReviewYour submission is being reviewed
ApprovedReview task was accepted
Changes RequestedAdditional action needed

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Troubleshooting

Check:
  • All required fields are completed
  • Files are within size limits
  • No validation errors showing
Try:
  • Refresh the page
  • Try a different browser
  • Contact your CSM
Check:
  • Correct phase in the accordion
  • Search by task name
  • Task may have been completed or removed
Contact:
  • Your CSM can clarify task status
Meaning: Another task must complete firstAction:
  • Check what’s blocking it
  • Complete prerequisite tasks
  • Contact CSM if unclear
Action:
  • Contact your CSM immediately
  • They can reopen the task or make corrections

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What’s Next?

Uploading Documents

Detailed document upload guide

Forms & Surveys

Detailed form completion guide