Complete a Task

How to mark a task as completed. Need to mark multiple tasks complete? Mass update tasks.

From the Task Management Page

• Navigate to the Task Management page either by clicking the check box icon in the top green bar or click Tasks in the left menu.
• Find the task you want to complete.
• Click on the arrow at the end of that task row.
• Select either Complete or Complete With Note from the drop-down menu.
• If you select Complete With Note, enter your note in the pop-up window.
• Click Save.
• This will create an auto note on the case and send a message to whoever initially assigned the task that it's complete with the note if applicable. 

From the Tasks Tab on a Case

• Navigate to the Tasks Tab in a case.

• Find the task you want to complete.
• Click the arrow at the end of the task row.
• Select either Complete or Complete With Note from the drop-down menu.
• If you select Complete With Note, enter your note in the pop-up window. 
• Click Save.

• This will create an auto note on the case and send a message to whoever initially assigned the task that it's complete with the note if applicable.