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Complete a Task

Learn how to complete a task, ignore it, reschedule it, or create a follow-up from the task panel.

Click any task row in the Due tab to open the Tasks Queue panel. All task actions are available in the footer of the right panel.


Complete a Task

  1. Click a task row in the Due tab to open the Tasks Queue panel.

  2. Click the Complete button at the bottom-right of the panel.

The task moves automatically to the Completed tab.


Ignore a Task

Click the Ignore button in the footer to dismiss the task. The task moves to the Ignored tab.

Tip: Use Ignore for tasks that are no longer relevant but that you don't want to mark as completed.


Reschedule a Task

Click the Reschedule button in the footer to change the task's due date.


Create a Follow-up Task

Click the Follow up Task button in the footer to create a new task linked to the same contact.

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