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Completing Tasks

Updated over a week ago

Clicking the checkbox next to the task name will Complete this task and move it underneath any ‘To Do’ tasks as shown below.

📓 Please Note: Only the last 15 Completed and Voided tasks will be displayed in the task bar pane.

Once a task is completed, the 3-dot menu will display the following options:

  • Undo Complete: Automatically opens the task and moves it to the To-Do section. Any notes on the completed task are no longer displayed.

  • Edit Note: Allows you to fill out an optional note for each completed task. Any notes added show as an orange icon with tooltip text and this note can be edited any number of times.

Once a task is Voided, the 3-dot menu will display the following options:

  • Edit Note: Allows you to edit the required note while keeping the status of the task Voided.

  • Undo Void: Automatically opens the task and moves it to the To-Do section. Any previous notes on the voided task will no longer be displayed.


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