How to Dismiss a Task in Your Portal

If you have completed a step outside of Glade or no longer need a reminder for a particular task, you can dismiss it directly from your portal home page. Dismissing a task removes it from your list and stops any follow-up notifications for it.

Steps to dismiss a task

1. Sign in to your client portal using your firm's link.

2. On the home page, find the Your Tasks section.

3. Locate the task you want to dismiss.

4. Click the trash bin icon on the right side of the task.

5. The task will be removed from your list, and you will no longer receive notifications for it.

Important things to know

Dismissing a task only removes it from your view. It does not complete the underlying item. For example, if a document upload or questionnaire is still open and assigned to you, your firm can still see it as incomplete on its end. If you are unsure whether a step still needs your attention, reach out to your firm before dismissing.

Still seeing notifications?

If you continue receiving notifications after dismissing a task, it is possible there is a separate outstanding item tied to the same step. Check your portal home page for any remaining active items, or contact your firm directly for help.