When an organization you're connected to needs a record (a certificate, a license, or another credential), it sends the request straight to your CredWallet. Each request appears as a task on your Home screen, so you always know what's needed and when it's due.
Find Your Tasks on Home
Open Home and check the My Tasks widget. It shows your total Assigned Tasks and groups them by due date: Past Due, due in < 7 Days, in < 30 Days, in < 90 Days, and No Due Date, so the most urgent work surfaces first.
Complete a Task
- In the tasks list on Home, open the My Tasks tab. Each open request shows what's needed, its due date, and when it was requested. For example, "Submit Certificate (Due by Jan 1, 2026, Requested on Dec 30, 2025)".
- Select Start on the task you want to complete.
- Submit the requested record. That's it. The organization takes it from there.
Track Your Submission
After you submit, the task moves to the Submitted tab while the organization reviews your record. Once the organization approves it, the task moves to the Completed tab with an approval timestamp. For example, "Professional Liability (Approved on Jun 1, 2026, 11:52)".
Only organizations you've chosen to connect with can send you tasks. To see or manage your connections, go to Share and review Connected Organizations.