Completing Tasks

This feature is available to all users.

From the Tasks page, you can quickly and easily see what to-dos have been assigned to you and complete them.

To get to the Tasks page, click on the three dots to the right, then select tasks. 

From here, you can see the Tasks that have been assigned to you, sorted by their due dates. To show past due tasks click on the "Show Past Due" toggle. You can also filter tasks by name. 

Click on the task name to see more details about the task and a list of targets.

When you click on a record, you can see what the to-dos are for that person and how many of them have been completed. Click on any to-do to complete it. 

Once the To-Do is completed, it is updated on the person's page.