Update a task that pertains to more than one obligation

1. Log into Insight using your username and password, which will bring you to the Funds Dashboard page
2. Click on the number under the Obligations section to navigate to the Obligations Dashboard 
3. From there, then navigate to the Tasks tab
4. Select the task that you would like to update by clicking into the relevant task line item
5.  From here you can make updates to the Activity Log or Upload Supporting Documents
   1. To make an update to the Activity Log, click Add in the Activity Log section
   2. To upload support documents, click the Add button in the Supporting Documents section
6. If the task you’re updating is associated with more than one fund, you will be prompted to select which fund or funds you are representing when adding to the activity log or uploading a document. Click the checkboxes next to the appropriate funds in the Add Activity or Add Document window to select the fund(s) that you'd like to update. If you want to update the task for all funds associated with it, click Select All.
7. Update the task(s) and save your updates by selecting Add

Editing or deleting an update to a task activity log or supporting document upload that pertains to more than one obligation

1. Log into Insight using your username and password, which will bring you to the Funds Dashboard page
2. Click on the number under the Obligations section to navigate to the Obligations Dashboard
3. From there, then navigate to the Tasks tab

3. Select the task that you would like to update by clicking into the relevant task line item
4. If you need to edit or delete an update to a task activity log or supporting document upload, you may do so by clicking the three vertical dots or kebab menu next to the activity or supporting document. Then select Edit or Delete. If you’re editing task activity or a document upload that could be associated with more than one fund, you will be prompted to select which fund or funds you are representing when editing. If you want to update the activity log upload or document upload for all funds associated with it, click Select All.

5. Update the task activity or document upload by and save your updates by clicking Save.