Training To-dos - How to Review and Mark Complete

From time to time, you’ll be assigned an article to review as part of your training or as refresher. These Training To-dos appear on your To-do page, making them easy to find and tackle. When you open the task, check for any notes left by the assigner, then click the article title to dive in.

Once you’ve finished reviewing the article, simply check the box to mark the task complete—nice and satisfying, like crossing the last thing off a short to-do list.

These training and help articles aren’t just busywork. They help keep everyone aligned, informed, and confident in their role. By sharing the same knowledge, we reduce confusion, improve consistency, and make day-to-day work smoother for everyone involved. A little time spent training now saves a lot of head-scratching later—and helps the whole team work smarter together.