Tasks & decisions

How tasks and decisions work

A task can help turn a priority into something to consider or complete; you remain in control of the decision.

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When you need this

  • Fundsverse shows you a task or asks you to consider an action.
  • You want to know what happens after marking something complete.

Before you start

  • Read the task details and any conditions shown.
  • Do not confirm a financial transaction unless you have reviewed its details and intend to proceed.

Step-by-step

  1. Open the task and read its purpose and any related information.
  2. Check that the underlying details still reflect your situation.
  3. If the task involves a choice, consider the consequences and choose whether to proceed.
  4. Use the completion or status control shown in the app only after the step is actually complete.
  5. Return later to review the result and update your information if needed.

What the app is doing

Tasks can make a possible next action easier to notice. Completing a task records its status where supported; it does not necessarily move money, complete an external process, or guarantee a financial result.

Common questions

Does completing a task automatically make a payment?

Do not assume so. Review the task and any separate transaction confirmation before authorising financial movement.

What if I do not agree with a suggested task?

You can pause, review your information and seek support. You are responsible for deciding whether an action is right for you.

Troubleshooting

  • If a task status does not update, reopen the screen and check your connection.
  • If the task concerns a payment or financial service, check its separate transaction status and contact support if needed.