Completing and Archiving Tasks

This process outlines the steps for marking a task as complete and archiving it in the system. By following these steps, you can efficiently manage tasks and ensure they are properly documented and removed from the active task list.

Step 1

To mark a task as complete and archive it, begin by navigating to the task section. Select the specific task you are currently working on. For instance, let's choose the task assigned to Cynthia.

Step 2

Once the task details open, you will be prompted with the question, "How did the call go?" You have the options to respond with "No answer," "Left a message," or "A contact was made," depending on the outcome. You may then choose to set a follow-up date or mark this as a successful follow-up and complete the task.

Step 3

Add your notes to the task. After doing this, the task will be archived and removed from the task list.

Updated on: 05/12/2025