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How To Check Tasks And Mark Them Done?
Stephanie Betters |
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18 seconds
Click "Tasks"
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Click "Select a List View"
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Click "Today's Tasks"
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Choose the task you would like to finish.
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Click the link under Name or Related To. Tasks are normally attached to a Lead, Opportunity, or Transactions. Tasks assigned to a Lead will give a Name link while tasks assigned to either Opportunity or Transaction record will tag Related To.
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You will find the list of tasks under Activity, below Upcoming & Overdue.
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Tick the box beside the Task Subject once completed.
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