The Tasks module presents a variety of export options for data within the Vision platform. To access Tasks, click on the Utilities button on your left-hand sidebar, and then Tasks under the available menu.

All Tasks currently available in your portal will be displayed in the Tasks window that appears. If there is a task that is detailed below that is not currently visible in your portal, please reach out to a member of the Client Success team who will assist you further.

To begin a Task, click the button of the Task you wish to start.

For a detailed walkthrough of available tasks in the VisionLTC portal, please see the articles linked below: