Task Management: Understanding the “Completed” Section

What’s New

A new “Completed” section has been added to help separate tasks that are finished from those that are still active. This change gives you a clearer view of what’s open, what’s been done, and what’s still in progress.

Here’s what you’ll notice:

• Completed Tasks Are Now Separated:
  Once a task is marked as Completed, it automatically moves to the Completed section.

• Cleaner Contact Summary:
  Completed tasks no longer appear in the Contact Summary view.

• Still Saved in Records:
  Even though completed tasks are hidden from most pages, they remain stored in the system with their existing status.

• Mark Any Task as Completed:
  Tasks can be marked as Completed at any time, regardless of their current status (To Do, In Progress, etc.).

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Bulk Actions

From the Tasks page, you can perform limited bulk actions to help manage multiple items at once.

Steps to use Bulk Actions:

1. Go to the Tasks page.
2. Switch to Table View (the view that shows tasks in rows).
3. Select one or more tasks using the checkboxes.
4. Open the Bulk Actions menu and choose one of the following:
   • 🔄 Reassign to Team Member – Assigns the selected tasks to another team member 
   • 🔵 Mark as Complete – Moves selected tasks to Completed.
   • 🟢 Mark as Open – Reopens tasks previously marked as completed.
   • 🗑️ Delete Tasks – Permanently deletes the selected tasks.

 

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Reassign to Team Member

You can now reassign multiple tasks to another team member using Bulk Actions.

How to Reassign Tasks:

1. Go to the Tasks page and switch to Table/List View.
2. Select one or more tasks using the checkboxes — the Bulk Actions menu will open automatically.
3. Click Reassign to Team Member.
4. Select the team member you want to assign the tasks to.
5. Click OK to confirm — the selected tasks will now be reassigned.

 

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Marking Tasks as Completed

You can update task status either individually or in bulk:

1. Mark a Single Task as Completed

• Open the Task you want to update.

• Click Mark as Complete from the task actions menu. You can perform this action:

  • From the Contact page,

• • From the Tasks Management page, or

• • From the Dashboard.

 

• The task moves automatically to the Completed section.

2. Bulk Actions to Update Status

• Go to the Tasks page.

• Select multiple tasks using the checkboxes.

• Open the Bulk Actions menu and choose one of the following:

  • 🔵 Mark as Complete – Moves all selected tasks to Completed.

  • 🟢 Mark as Open – Reopens tasks previously marked as completed.

 

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How “Completed” Tasks Work

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Viewing Completed Tasks

You can view completed tasks from two places: the Tasks page or the Contact tab.

1. From the Tasks View

1. Go to the Tasks page.

2. Use the Filter option and select Completed.

3. The list will show all tasks marked as completed, even though they are hidden from the default open view.

 

2. From the Pipeline View

1. Go to the Tasks page and switch to Pipeline View.

2. Completed tasks are visible in the appropriate status column if filtered.

3. From the Contact Tab

1. Open a Contact in the system.

2. Navigate to the Tasks tab within the contact detail.

3. Look for the Completed section to see all tasks marked as completed for that contact.

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Deleting Tasks

You can now permanently delete tasks using the Bulk Actions menu in Table/List View. This gives you full control to clean up tasks that are no longer needed.

How to Delete Tasks:

1. Go to the Tasks page and switch to Table/List View.
2. Select one or more tasks using the checkboxes. The Bulk Actions menu will open automatically.
3. Click Delete.
4. Confirm the deletion when prompted.

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The new task structure helps you stay organized by separating completed work from active tasks.

Need more help? Check out: Pipeline View of Tasks