How to mark a task as completed

1. Locate the given task in your Tasks Grid OR by searching your waitlist or lead and viewing the task attached on the summary page.

2. Click 'Edit' next to your task listing. A pop-up window will appear with the task details.

3. Locate the Task Status drop-down menu and select 'Completed'

4. A drop-down menu will appear labelled 'Task Outcome'. You can choose whether the task was:

• Successful Contact
• Unsuccessful Contact
• Left Message

5. Click 'Save' to process the changes.