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Set tasks as complete

You can mark tasks as complete after your clients have digitally approved the associated documents. The task status on the Tasks page will then be displayed as Approved. 

To set a task as complete

  1. Click Tasks in the top menu bar.

  2. To complete an individual task:

    1. Select the task that has an Approved status, and that you want to mark as complete. All the task's details are displayed.

    2. Click Mark as complete. Your tasks list is updated, and the selected task is moved from Open to Completed.

  3. To complete multiple tasks in bulk:

    1. Select the checkboxes to the left of tasks you want to mark as complete

    2. Click Mark as complete.

  4. Your tasks list is updated, and the selected tasks are moved from Open to Completed.