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, you need to click on the three buttons on the top right. 

Then go down to Tasks.

From here, you can see the Tasks that have been assigned to you, sorted by their due dates.

By clicking on a Task, you will see the to-dos that need to be completed for each record.

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.

From here, you can click on the to-do to complete it.

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