Complete an Activity

When your professional sends you an activity, it is ready for you to open and work through at your own pace. Here is how it goes.

  1. On My Day or the Activities page, open the activity you want to do.Opening an activity in the client portal
  2. Read each step and click Next to move forward, answering any questions as you go.Working through an activity step
  3. Keep going until you reach the end. The activity is complete once you finish the last step.

Your progress shows as a percentage and the activity is marked complete. If your professional chose to share results, they can see your responses. Changed your mind later? You can reopen a completed activity and update your answers, and your professional is notified when you do.

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