> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Completing Actions

> Learn how to complete different types of tasks in your customer portal

## 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.

***

## Task Categories

### Customer Actions

Tasks that require you to do something:

| Action Type   | What You Do                                  |
| ------------- | -------------------------------------------- |
| **Forms**     | Fill out questionnaires, provide information |
| **Documents** | Upload required files                        |
| **Assets**    | Upload brand assets, logos, images           |
| **Reviews**   | Review and approve content                   |
| **Meetings**  | Attend scheduled calls                       |

These tasks show an action button you can click.

### Vendor Actions

Tasks your success team handles:

| Action Type          | What Happens                   |
| -------------------- | ------------------------------ |
| **Configuration**    | Team sets up your account      |
| **Content creation** | Team creates materials for you |
| **Integration**      | Team connects your systems     |
| **Documentation**    | Team prepares guides           |

You can see these for visibility, but no action is needed.

***

## Completing Tasks

### 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

### Taking Action

<Steps>
  <Step title="Identify the Task">
    Look for tasks with an action button or "Action Required" badge.
  </Step>

  <Step title="Click the Task">
    Click the task card or action button to open it.
  </Step>

  <Step title="Complete the Action">
    Follow the specific instructions for that action type (form, upload, etc.).
  </Step>

  <Step title="Submit">
    Click the submit/complete button when finished.
  </Step>

  <Step title="Verify Completion">
    The task should now show as completed in your timeline.
  </Step>
</Steps>

***

## Form Actions

Complete questionnaires and data collection forms.

### Filling Out Forms

<Steps>
  <Step title="Open the Form">
    Click the form task in your action center.
  </Step>

  <Step title="Complete All Fields">
    Fill in each field. Required fields are marked with \*.
  </Step>

  <Step title="Review Your Answers">
    Check that all information is correct.
  </Step>

  <Step title="Submit">
    Click **"Submit"** to send your responses.
  </Step>
</Steps>

### Form Field Types

| Field Type          | How to Complete            |
| ------------------- | -------------------------- |
| **Text**            | Type your answer           |
| **Textarea**        | Type longer response       |
| **Dropdown**        | Select from options        |
| **Multiple choice** | Select one or more options |
| **Checkbox**        | Check yes/no               |
| **Date**            | Select a date              |
| **File**            | Upload a document          |

<Card title="Forms & Surveys Guide" icon="file-lines" href="/customer-portal/forms-and-surveys">
  Detailed guide to completing forms
</Card>

***

## Document Uploads

Submit required documents and files.

### Uploading Documents

<Steps>
  <Step title="Open the Upload Task">
    Click the document upload task.
  </Step>

  <Step title="Select Files">
    Either:

    * Click **"Browse Files"** to select
    * Drag and drop files onto the upload area
  </Step>

  <Step title="Wait for Upload">
    Progress bar shows upload status.
  </Step>

  <Step title="Confirm">
    Verify the file appears in the uploaded list.
  </Step>
</Steps>

<Card title="Uploading Documents Guide" icon="upload" href="/customer-portal/uploading-documents">
  Detailed guide with file requirements
</Card>

***

## Asset Uploads

Submit brand assets like logos and images.

### What Are Asset Requests?

Your success team may need:

* Company logo (various formats)
* Brand colors
* Marketing images
* Profile photos
* Product screenshots

### Uploading Assets

<Steps>
  <Step title="Open the Asset Request">
    Click the asset upload task.
  </Step>

  <Step title="Review Requirements">
    Check the requested specifications:

    * File format (PNG, SVG, JPG)
    * Dimensions (e.g., 512x512px)
    * File size limits
  </Step>

  <Step title="Upload Files">
    Upload each requested asset.
  </Step>

  <Step title="Submit">
    Click **"Submit Assets"** when all items are uploaded.
  </Step>
</Steps>

<Tip>
  Upload the highest quality assets available. They can always be resized down, but not up.
</Tip>

***

## Review Actions

Review and approve content created by your success team.

### What Might Need Review?

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

### Completing Reviews

<Steps>
  <Step title="Open the Review Task">
    Click the review task.
  </Step>

  <Step title="Review Content">
    Carefully read through the provided content.
  </Step>

  <Step title="Provide Feedback">
    If changes needed:

    * Add comments
    * Mark sections needing revision
    * Explain requested changes

    If approved:

    * Click **"Approve"**
  </Step>

  <Step title="Submit">
    Submit your feedback or approval.
  </Step>
</Steps>

***

## Meeting Actions

Attend scheduled calls and meetings.

### Meeting Tasks

Meeting tasks typically show:

* Date and time
* Duration
* Meeting link (Zoom, Google Meet, etc.)
* Agenda or purpose

### Attending Meetings

<Steps>
  <Step title="Check the Details">
    Note the meeting time (check timezone).
  </Step>

  <Step title="Add to Calendar">
    Click the calendar link to add to your calendar.
  </Step>

  <Step title="Join on Time">
    Click the meeting link at the scheduled time.
  </Step>

  <Step title="Mark Complete">
    Some meetings auto-complete; others may need manual completion.
  </Step>
</Steps>

<Info>
  Meeting tasks may be marked complete automatically after the scheduled time, or require manual confirmation.
</Info>

***

## Task Statuses After Completion

After you complete a task:

| Status                | Meaning                              |
| --------------------- | ------------------------------------ |
| **Completed**         | Task is fully done                   |
| **Submitted**         | Awaiting review by your success team |
| **Pending Review**    | Your submission is being reviewed    |
| **Approved**          | Review task was accepted             |
| **Changes Requested** | Additional action needed             |

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Task Won't Submit">
    **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
  </Accordion>

  <Accordion title="Can't Find a Task">
    **Check:**

    * Correct phase in the accordion
    * Search by task name
    * Task may have been completed or removed

    **Contact:**

    * Your CSM can clarify task status
  </Accordion>

  <Accordion title="Task Shows as Blocked">
    **Meaning:** Another task must complete first

    **Action:**

    * Check what's blocking it
    * Complete prerequisite tasks
    * Contact CSM if unclear
  </Accordion>

  <Accordion title="Submitted Wrong Information">
    **Action:**

    * Contact your CSM immediately
    * They can reopen the task or make corrections
  </Accordion>
</AccordionGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Uploading Documents" icon="upload" href="/customer-portal/uploading-documents">
    Detailed document upload guide
  </Card>

  <Card title="Forms & Surveys" icon="file-lines" href="/customer-portal/forms-and-surveys">
    Detailed form completion guide
  </Card>
</CardGroup>