Learn how to complete tasks that have been assigned to you.

Steps to Complete Task - Mobile

1. Navigate to the task page.
2. Select ‘My tasks’.
3. Identify the task you wish to complete.
4. Select ‘Complete’.
5. Add any information, such as completion notes, attachments, change the date completed if need be.
6. Select ‘Complete’.
7. The original task creator will be notified that the task has been completed.

Steps to Complete Task - Desktop

1. Navigate to the task page.
2. Select ‘My tasks’.
3. Identify the task you wish to complete.
4. Select ‘Complete’.
5. Add any information, such as completion notes, attachments, change the date completed if need be.
6. Select ‘Complete’.
7. The original task creator will be notified that the task has been completed.

Complete Tasks for Others

• Pro Tip: If a user has the ‘View All’ task permission enabled, they will be able to complete tasks on behalf of other users. Even if the tasks were not assigned to that specific user.