How To Check Tasks And Mark Them Done? | Scribe

    How To Check Tasks And Mark Them Done?

    • Stephanie Betters |
    • 0 step |
    • 18 seconds
    Click "Tasks"
    Click "Select a List View"
    Click "Today's Tasks"
    Choose the task you would like to finish.
    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.
    You will find the list of tasks under Activity, below Upcoming & Overdue.
    Tick the box beside the Task Subject once completed.
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