How do I mark a task as completed?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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1

Hi

I have the free version and hope someone can help me to understand how I can mark a task as completed so that it is filed from my task list.

Thanks in advance!

Suzan.

2

Hey @SBrown801 if you navigate to Sales > Tasks you will see all your tasks, checking the circular “status” button will mark it as completed!

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3

Wow much simpler than other CRMs, I was over complicating things - thank-you so much for your help.

4

@SBrown801 Happy I could help :slightly_smiling_face:

5

Hi @SBrown801,

On the task index page, you can do it by clicking the check mark:

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On a record, you would do it here:

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(The blue bar only appears when you click onto the task on the task index page.)

Best regards!

6

THank-you for your fast and helpful response.