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When you establish a connection with a trading partner, they may require specific information before the connection can proceed. In that case, you will see tasks assigned to your connection that need to be completed.
Not all connections require tasks. If you don’t see any tasks on your connection, it means your trading partner does not require any additional information and no action is needed on your part.

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Viewing your tasks

To view tasks assigned to a connection, navigate to Connections, select a trading partner, and click on a specific connection. Tasks are displayed directly in the connection detail view.
You can also use the Action filter on the Connections page to quickly find connections that need your attention.

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Types of tasks

There are two types of tasks you may encounter:
  • Tasks that require your action — You’ll see a form with fields to fill in, files to upload, or questions to answer. These must be completed before the connection can move forward.
  • Tasks handled by Procuros — Some tasks are handled by the Procuros team. You’ll see a description of what’s being done — no action is needed from you for these.

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Completing a task

1

Find the task

Open the connection detail page and locate the pending task.
2

Open the task

Click on the task to expand it and read the description and instructions carefully.
3

Fill in the required information

Complete all required fields or upload the requested files.
4

Submit

Review your information to make sure it’s correct, then click Submit.
Make sure all information is accurate before submitting. If your submission needs corrections, you will be asked to fix and resubmit it, which may delay the process.

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What happens after submission

Depending on the task, one of the following will happen:
  • Completed immediately — Some tasks are marked as completed right after you submit. No further action is needed and you can move on to other tasks.
  • Goes into review — Other tasks require the Procuros team to review your submission before it’s considered complete. The task status will change to In review. If your submission is rejected, you will be notified by email with instructions on what needs to be corrected.

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Task statuses

Each task has a status that indicates where it is in the process:
  • Pending — The task is assigned to the responsible partner but hasn’t been submitted yet.
  • In review — The task has been submitted and is being reviewed. No action needed at this time.
  • Completed — The task is done. No further action needed.
  • Rejected — The submission needs corrections. Check the feedback provided and resubmit.
Not all tasks go through a review step. Some tasks are marked as completed immediately after submission.

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Resubmitting a rejected task

If your submission is rejected, you will receive an email notification explaining what needs to be corrected. The rejection reason is also displayed directly on the task in the portal. To fix and resubmit:
  1. Open the task in the connection detail view
  2. Read the feedback provided
  3. Make the necessary changes
  4. Click Submit again

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Reminders

If you have pending or rejected tasks, you will receive automatic email reminders twice a week — on Mondays and Wednesdays at 08:00 UTC — starting one week after the trade connection was requested. We recommend completing your tasks as soon as possible to avoid delaying the onboarding process.