Tasks: Marking a Task as Completed

1. See Monitoring Tasks for help getting to the appropriate list of tasks..
2. Click the task to mark complete.
3. Click Options, and then click Mark Task Complete.

If you need to make other notes and must open the task

1. See Monitoring Tasks for help getting to the appropriate list of tasks.
2. Double-click the task to open it.
3. Click the drop-down arrow () under Status, and pick Complete.
4. Click Save Task.

Automatic notifications when a task is completed

If someone else assigned the task, that person is automatically sent an email when the task is completed.

If a customer is associated with the task, then when the task is completed, a record of the fact is added to the customer’s journal.