Completing a Task

When the Status of a task is marked as Complete, as well as updating the task in FYI, an email is sent to notify the delegator. The Notification of a completed task includes the name of the Assignee who completed the task.

If needed, a Complete task can be re-opened at any time by changing the Status.

Video Walkthrough
For a video walkthrough that includes this feature, refer to Managing Tasks Tutorial (6 min).

There are various ways to complete tasks.

Completing a Task from your Home

In Home - My Task and Home - Delegated Tasks there is a quick way to complete tasks by clicking the Status column on the left-hand side to mark that a task is “Complete”.

Setting the Status as Complete in the Drawer

Select a task (on the Tasks list, Clients - Tasks or Jobs - Tasks), and in the Update Task drawer, change the Status to "Complete"

From the Task Section in the Drawer or a Document or Job

Expand the Tasks section of the drawer in a document or job to display the outstanding and completed tasks for that email or document.

Using Bulk Update

From the Tasks list, Clients - Tasks or Jobs - Tasks, you can select multiple tasks and use the Bulk Update function to set the Status to "Complete".