- See Monitoring Tasks for help getting to the appropriate list of tasks..
- Click the task to mark complete.
- Click Options, and then click Mark Task Complete.
If you need to make other notes and must open the task
- See Monitoring Tasks for help getting to the appropriate list of tasks.
- Double-click the task to open it.
- Click the drop-down arrow () under Status, and pick Complete.
- 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.
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