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How to mark a task as complete

Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed.

Written by Nastassia Reicher

When a task is finished, you can mark it as complete to keep your Task list organized and up to date.


βœ… Completing a Task

Click the checkbox next to the task on the Deal, Contact, Company or Tasks page. Completed tasks are displayed with a strikethrough for easy reference.

On the Task page, the task will instantly move to the Completed tab.


πŸ”„ Reopening a Task

If you mark a task complete by mistake, you can easily reopen it:

  1. Go to the Completed tab.

  2. Uncheck the checkbox next to the task.

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