How do I mark a task as completed?

[SBrown801]

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.

[TomM2 · Accepted solution]

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

[karstenkoehler · Accepted solution]

Hi @SBrown801,

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

On a record, you would do it here:

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

Best regards!

[SBrown801]

THank-you for your fast and helpful response.

[TomM2 · Accepted solution]

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

[SBrown801]

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

[TomM2]

@SBrown801  Happy I could help 🙂