How Do I Complete A Task?

General Tasks

Once you click on the general task you will see all the details about that task including the title and description of the task. There are several actions you may take at this point.

• Click Complete to mark the task completed
• Click Reschedule to change the due date of the task
• Click More to ignore or delete the task. Ignoring the task will mark it as ignored.

Email Tasks

Once you click on the email task you will see all the details about that task including the title, description, the recipient. There are several actions you may take at this point.

• Click Create Email to proceed with the email sending process
• Click View / Edit to make changes to the contact
• Click Complete to mark the task completed
• Click Reschedule to change the due date of the task
• Click More to ignore or delete the task.

Phone Tasks

Once you click on the phone task you will see all the details about that task including the title, description, the and the contact associated with the task. There are several actions you may take at this point.

• Click View / Edit to make changes to the contact
• Click Complete to mark the task completed
• Click Reschedule to change the due date of the task
• Click More to ignore or delete the task.

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• If you still have more questions, don't hesitate to reach out to our support team.