How to mark a task as completed. Need to mark multiple tasks complete? Mass update tasks.
From the Task Management Page
Navigate to the Task Management page either by clicking the check box icon in the top green bar or click Tasks in the left menu.
Select Open
Find the task you want to complete.
Click on the arrow at the end of that task row.
Select either Complete or Complete With Note from the drop-down menu.
If you select Complete With Note, enter your note in the pop-up window.
Click Save.
This will create an auto note on the case and send a message to whoever initially assigned the task that it's complete with the note if applicable.
From the Tasks Tab on a Case
Navigate to the Tasks Tab in a case.
Find the task you want to complete.
Click the arrow at the end of the task row.
Select either Complete or Complete With Note from the drop-down menu.
If you select Complete With Note, enter your note in the pop-up window.
Click Save.
This will create an auto note on the case and send a message to whoever initially assigned the task that it's complete with the note if applicable.