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How to Mark Tasks as Complete

There are two areas where you can mark tasks as complete:

  • On the Tasks page
  • On a contact's details page


On the Tasks Page

  1. Navigate to Tasks > Tasks
  2. Check the boxes for any tasks that you want to mark as complete.
  3. Click the button in the Actions menu and select Mark As Complete

On a Contact's Details Page

  1. In the page header, use the search bar to quickly find your contact.
    • Search by name, email, or phone number.
  2. Select the name of the contact to view contact information. 
  3. On the right side of the page, click the header of the Tasks section to expand it.
  4. Click the Mark Complete button.




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