Find and Complete Your Scheduled, Completed, and Skipped Tasks

Find Tasks That Have Been Scheduled, Completed, or Skipped

• Go to Tasks in the left main menu
• Click the Filters icon
• Open the Task Status filter and select 'Scheduled', 'Completed', or 'Skipped'
• You can also add any other filters shown in the menu to further narrow down your tasks list
  
  Note: For the 'Task Status' filter, 'Scheduled' will always be selected by default.

Marking a Task as complete

• Click on your task
• Take notes in the left hand panel on your interaction
• Click Complete to mark the task as complete if it's an action item, Schedule if it's a manual email, or Log Call if it's a call
• Your notes will be saved in your contact’s history

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