Mark A Task As Complete

Marking a task as complete helps keep your CRM up to date and ensures your team always has an accurate view of outstanding work. Whether you're working from the Tasks section or directly within a property, listing, appraisal, or contract, completing a task takes just a couple of clicks. 

This article covers both methods so you can update tasks in whichever way suits your workflow.

Via The Tasks Section

1. On the side menu, click CRM.
2. Click Tasks.
   
3. Click the circular checkbox against the task.
   

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From Within The Property, Listing, Appraisal Or Contract

1. From within the relevant property, listing, appraisal or contract, click Overview.
2. Click Tasks.
3. Click the circular checkbox against the task.
   

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