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How to Submit a Technology Management Task

Submit your task through the client portal so our team can review the details and confirm the next steps.

Submit your task with a clear description of what you need and any relevant details.

Submit your request

  1. Log in to the client portal as a designated user.
  2. Open the task request form. If the navigation uses the label Create Admin Request, select that link.
  3. Complete the form with the outcome you need, relevant details, and supporting links or files.
  4. Submit the request.

What happens next?

Your request enters triage. Our team reviews the scope, asks for missing information, and confirms the next steps. We flag anything requiring separate scoping before work begins.

Share the outcome you need and the context you have. For help preparing your request, see What Is a Task? and Submitting Tasks Effectively.

You can track progress in the portal. See What Does Each Task Stage Mean? for an explanation of each stage.