How to Locate a Scheduled Task

There are several locations that you can quickly identify scheduled tasks:

The Main Dashboard has 3 locations.

• If you click on the "Show" under the News Feed to expand 
• Click on the Contact Name to open the task

• If you you click the graph, a larger image will open. 
• Click the blue bar over "Due Today" and all tasks due will open below the graph
• To open the event, click the "CRM" button

• If you click the "CRM Activity Due" under the Calander Image, a larger screen will open
• Click the handshake icon to open the task

How to Complete a Scheduled Task

• If you want to quickly complete the task without adding notes, click on the "Mark as Completed" button

• If you want to add notes or adjust the due date, click on the "Edit" button
• After you make your updates, remenber to click the "Save" button.

• A completed task looks the below image within your CRM Activities screen.

The Expanded Dashboard has 3 locations. The steps to complete a task are the same as above.