Articles on: Onboarding

Completing Manual Tasks

Sometimes you may wish to complete a task by hand, rather than completing it automatically through the OneClickComply platform. To start, access the Manual Task Queue and click Review on the task you wish to complete manually. See an example below:

An example of an outstanding task

Once the new window has been opened, navigate to the Task Details & Manual Steps portion of the page. See below:

An outstanding task with the task details and manual steps area highlighted

Here you will find a breakdown of the steps that will need to be conducted manually in order to comply with this specific control, including a list of the changes that will occur within your systems.

In some task descriptions there will be a Launch Now option in the Task Details. If clicked, this will take users to the area of your tenancy that requires remediation. If there is no option, you only have to follow the manual steps in order to access the correct area and make the changes.

Click here to learn about automatically completing tasks, or here to learn how to mark tasks as not applicable to your business.

Updated on: 12/02/2025

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