How to Mark Tasks as Complete

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

• Within the task tab
• Within a contact record

Within the Task Tab

1. On the left navigation, click Tasks > Tasks. 
2. Check the box next to the task(s) that you want to mark as complete.
3. Click the three dots > Mark As Complete. 

Within a Contact Record

1. In the top navigation bar, 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. Scroll down. 
4. Under the Open Tasks header, check the box next to the task you want to mark as complete.