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How do I mark a task as complete and view them

Modified on: Thu, 2 Apr, 2020 at 2:08 AM


Applicable plans
Sprout Blossom Garden Estate Forest

Once you’ve completed a task, you can mark the task as complete to differentiate your pending and overdue tasks from the tasks you’ve completed. It also helps others know the status of the tasks. 



To mark a task as complete,


  1. Open Freshsales. The first page that you land on is the Activities DashboardIt contains a list of all the tasks and appointments that are Open, Overdue, and Completed.

    Your Open Tasks that are due today are displayed by default.

  2. Click the button on the task that you wish to mark as completed. Select a task and click the checkbox beside it to mark it as complete.

    Additionally, you can also add an outcome to the task by clicking theAdd outcome button. This brings up the outcome dialog box where you can add the outcome and mark the task as complete.
     



You can also mark a task as complete from the landing page of a lead, contact, account, or deal by clicking the Tasks icon and then selecting the checkbox beside the desired task.



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How do I mark a task as complete and view them

Modified on: Thu, 2 Apr, 2020 at 2:08 AM


Applicable plans
Sprout Blossom Garden Estate Forest

Once you’ve completed a task, you can mark the task as complete to differentiate your pending and overdue tasks from the tasks you’ve completed. It also helps others know the status of the tasks. 



To mark a task as complete,


  1. Open Freshsales. The first page that you land on is the Activities DashboardIt contains a list of all the tasks and appointments that are Open, Overdue, and Completed.

    Your Open Tasks that are due today are displayed by default.

  2. Click the button on the task that you wish to mark as completed. Select a task and click the checkbox beside it to mark it as complete.

    Additionally, you can also add an outcome to the task by clicking theAdd outcome button. This brings up the outcome dialog box where you can add the outcome and mark the task as complete.
     



You can also mark a task as complete from the landing page of a lead, contact, account, or deal by clicking the Tasks icon and then selecting the checkbox beside the desired task.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial