How can I mark a task as complete?

1. Click on the Contacts tab present on the nap bar.

2. Click on the Contact for which you want to mark a task as complete.

3. Click on the Tasks tab, then click on the  tick icon "Mark as completed" present on the right-hand side of the task.

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• How do I edit a task?

  Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...

• How to create a task in the calendar section.

  Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.

• How to mark task as completed?

  1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you want to check the completed tasks for, then click on tasks section. 3 - Goto to Tasks tab, click on the tick icon please in the front of the task to mark task as ...

• How can I create a new task?

  Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.

• How do I link a task to a matter or client?

  Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...